E-Signature Placeholders

1. Key Benefits

• Accuracy: Eliminates manual typing errors in signature tags.
• Efficiency: Standard templates for "Name" and "Date" are automatically included.
• Consistency: Ensures every Quote or SOW has the same professional signature layout

2. Enabling the Feature

The signature buttons are context-aware. They will only appear in your DRTE toolbar if the following property is set in the component configuration:

• Requirement: The 'Enable to Request E-Signature' property must be checked in the editor settings.
• Once enabled, you will see two "Double Plus" (+ , +) icon buttons added to your toolbar.

3. How to Insert Signature Blocks

Follow these steps to place signature templates for both the Client and the Vendor:

Step 1: Insert Signature 1 (e.g., Client)

1. Navigate to the DRTE Editor on your record.
2. Place your cursor in the document where you want the first signature to appear.
3. Click the first "plus" (+) icon (labeled "insert signature1 template" on hover).

1. The system will automatically generate the [Signature1] block, including placeholders for the signer's Name and Date.

Step 2: Insert Signature 2 (e.g., Vendor)

1. Move your cursor to the next desired signature location (e.g., under the "Vendor" section).
2. Click the second "plus" (+) icon (labeled "insert signature2 template").

1. A second independent block, [Signature2], will be generated at the cursor position.

4. Understanding the Rendered Content

When a button is clicked, the DRTE automatically places the following template at your cursor:

[SignatureX]

Name: [text[Name]:[SignatureX]]

Signed On: [date[Signed On]:[SignatureX]]

• [SignatureX]: The primary anchor for the e-signature software.
• Name/Date Tags: Dynamic fields that the signer will fill out digitally.

5. Pro-Tips for Sales Teams

• Cursor Placement: Always ensure your cursor is on a new line before clicking the signature buttons to prevent the block from merging with existing paragraph text.
• Manual Edits: While these are generated automatically, they remain editable. You can adjust the bolding or spacing around the placeholders to match the document's aesthetic. But make sure the text is all together in a single html tag.
• Verification: Before submitting for approval, scroll to the bottom of your DRTE document to verify that both [Signature1] and [Signature2] are present and correctly placed.