Use document builder to design what data is collected with a document for each recipient. 


Navigate to the template or document you want to work with. 

Note: you need to configure document recipients ahead of time.


  1. Use File menu to change document file for fields and signature.
  2. Use Recipient menu to change document recipient you build fields for.
  3. Use Field menu to open and add new field.
  4. Use Annotation menu to open and new document annotations.
  5. Once you are happy with your document layout. Click Save to save your work.
  6. Use Back button to go back to manage documents.