P4CM Blog

After logging in, select Add Template to Library.

1. Name the document template
2. Drag and drop files that form the base of the document to be signed.
3. Click Preview and Add Fields

This field is named “Artist Legal Name” and set for participant 1 to fill it out. Participant 1 or 2 is determined by the order of the emails you list when you send out the document.

Field type: The field type is a text input.

Required or not: This field is required for the artist to fill out. Ensure you make any field you want filled required.

This form is prefilled by you the sender before it is sent to be signed. You can make it required as well.

This field has options that differ for each artist situation so you don’t have to type the same thing repeatedly.

Make sure you’re clear about which participant is selected for each form field.

Once you’ve checked it all out, save the document and send it out as a test to make sure all is good.

If anything isn’t working the right way, click on manage to find the template.

Make the changes in the same manner listed above and test until you’ve got it right.