How to use Initials Widget in Docs

Introduction

In this video, we'll show you how to use the Initials Widget in Agiled Docs for contracts and proposals. The Initials Widget allows you to capture the initials of your recipients on specific sections of your documents, adding an extra layer of confirmation and agreement.

Adding Initials Widget in Doc

To add the Initials Widget to your document, follow these steps:

1. Drag the Initials Widget onto the desired location on your document.

1. Click on the widget and assign it to a recipient using the Assignee dropdown menu.

Now that you've assigned the widget to a recipient, only that recipient can add their initials.

If you'd like to add your initials to the document as well:

1. Drag another Initials Widget onto the document.

1. Double-click the widget and add your initials.

1. Click "Accept and Sign" to add your initials to the document.

Signing Initials Widget (Client View)

To see how the Initials Widget appears for your clients, follow these steps:

1. Save and send the document to your recipient.

1. Generate a link for the recipient and copy the link.

1. Open the link in a new browser tab.

The recipient will now see the document in the client view:

1. The recipient can click "Start" to begin signing the document.

1. The document will automatically navigate to the required Initials Widget.
2. The recipient can click on the widget to open a dialog for signing.
3. They can draw their initials or type them, using their first and last names as a reference.
4. They can also choose from various fonts for their typed initials.
5. After selecting their preferred initials, the recipient clicks "Sign" to add their initials to the document.

FAQS

Can I assign the initials widget to multiple recipients?

Yes, you can assign the initials widget to different recipients by simply dragging and dropping a new initials widget for each recipient and assigning them accordingly.

Can I change the size or style of the initials?

While the Initials widget does not offer options for changing the size or style of the initials, the initials will be displayed in a consistent and professional format.

Are the initials legally binding?

Yes, initials collected using the Initials widget in Agiled are legally binding, similar to a full signature, as long as all parties agree to electronic signatures and initials.

Can I add the Initials widget to multiple pages or sections of a document?

Absolutely! You can add the Initials widget to any part of your document where you want the recipient to provide their initials as a form of acknowledgment or consent.

Can recipients edit or remove their initials after they have signed?

No, once recipients have provided their initials on a document, they cannot edit or remove them. This ensures the integrity and security of the document and its contents.

Conclusion

Using the Initials Widget in Agiled Docs is an easy and effective way to capture the initials of your recipients on contracts and proposals. This feature provides additional agreement and confirmation on your documents, ensuring you and your clients are on the same page. Thanks for using Agiled!