Prepare your form for electronic or offline signatures by marking it as “Ready for Signing.”
To mark a form as ready for signing:
- Click on the relevant form address to open the form.
- In the top-right corner, click the form actions icon “⋮”.
- Choose “Ready for Signing.”
Forms in a Ready status cannot be edited or modified however you can select the menu and choose “Revert to Draft” to continue editing the form.
A confirmation pop-up will appear. “Forms marked as “Ready for Signing” cannot be edited, and no attachments, annexures, or reordering can be added.”
You will be warned about any incomplete annexures that still need to be filled in. Annexures and files help.
Once you confirm “Yes”, the form status will update to “Ready”.
