Editing Tags

To personalize the signing experience for your signers, you can easily provide custom instructions for any tag in your SureDoc. And, as necessary, you can always move, delete, or make optional any tag in your SureDoc.

	Customizing Tag Instructions

1. In an open SureDoc, click to select the tag you wish to edit.
2. In the panel at the bottom of the screen, type any additional information or instructions for this tag into the available text box.
3. If necessary, change the type of signer tag by selecting it from the drop-down menu.
   
   

 

	Making Tags Optional

1. In an open SureDoc, click to select the tag you wish to make optional.
2. Check the Signature or Initials Optional box in the panel at the bottom of the screen.
   
   

 

	Moving Tags

1. In an open SureDoc, click to select the tag you wish to move.
2. Once the tag is placed appropriately release your finger from the mouse button to “drop” it into place.

	Deleting Tags

1. In an open SureDoc, click to select the tag you wish to delete.
2. Press Delete on your keyboard to delete an individual tag.
3. In the list of page thumbnails on the left, click an entire page from which you want to remove tags.  Then, click Page, Delete Tags from the menus at the top of the screen to remove all of the tags on that page alone.
4. To delete all of the tags in your entire document, click Signatures, Delete All Tags from the menus at the top of the screen.

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