How to add a document to my FLOW - OVERLAY

DESCRIPTION -

Create an overlay on a document. This allows you to place things like a signature or checkbox on a document of your choosing. This can then be sent to your customer.

SOLUTION OVERVIEW -

By selecting CONFIGURE > DASHBOARD > OVERLAY you can create an overlay on a document. This allows you to place items like a signature or checkbox on a document of your choosing. This can then be sent to your customer.

Edit existing Overlays by clicking the pencil icon under ACTIONS or add an Overlay by clicking +Add new overlay. You can also use the Refresh icon to refresh the list and click the Export as... icon to download a list of your custom overlays in your desired format.

After uploading a PDF document, you will be able to select the field boxes that will need your customers attention when executing a document. Once you have selected the field boxes, you can place them on your uploaded document by clicking the desired location.

Selecting a signature option (the big signature option will allow the customer to physically sign larger signature fields on the document) will open a pad for the customer to physically sign the document using their finger if accessed from a mobile device, or mouse if accessing from a desktop. The date box will open a calendar for the customer to select the date of authorization. The check box will require your customer to select a check mark, as a part of the authorizing the document, when completing the flow. The user text option will allow your customers to enter text.

Related Article(s):

Send a FLOW

Still Need Help? 

Please contact reach out to our Customer Success team via email at: support@pdcflow.com for further assistance.