Agreements - Manual fields that the signee(s) can fill as they sign a document

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Andrew Rowland

• 14 July 2023 05:24

It would be very helpful if we could set up manual field(s) - even just separate text areas - that the signee(s) can fill when they are signing a document, other than just a comment area.

At the moment the agreements feature isn't particularly useful, as most of our forms that require signatures also require details from the signee(s) (e.g. a work placement agreement form needs details about the placement). 

Even if it is just the primary signee that can fill the fields, that would be great, but having separate fields linked to each signee would be ideal. 

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• Official comment

  

  Jack Christensen

  • 13 June 2024 05:50

  Hi All,
  
  The ability for specific signatories to input information into documents before signing has been added in our most recent release.
  
  https://support.axcelerate.com.au/hc/en-gb/articles/8775927616783-Release-Notes-2024
  
  Thanks,
  Jack

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  Sheeny Byrne

  • 14 July 2023 06:19

  Great idea!

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  Liz Pilkington

  • 18 July 2023 04:32

  That would be very useful - especially if they can be allocated to specific signees (thanks Andrew)!

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  James Richards

  • 19 July 2023 19:47

  Hi Andrew,

  I think the feature you are after already exists. In the template fields that appear to the right of screen when creating the agreement, their is a manual creation option. Give the field a label and choose what type of input you want, text area, checkbox etc

   

  

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  Pip Austin

  • 23 July 2023 23:11

  I tested that one and it looks like it is a manual field for the axcelerate user to add text into and not for the signee(s). I plan to keep testing but so far I think I can only add a signature with a comment for a signee to fill in. I am happy to be wrong if there is something additional a signee can complete.

   

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  Andrew Rowland

  • 24 July 2023 01:21

  Hi James, 

  Yes as Pip mentioned, the manual fields there are for axcelerate users to enter in information before sending the agreement, not for signee(s) to fill when they're signing the agreement. 

  As far as I can tell, the only way for the signee(s) to add any information at the moment is in the comment field attached to the signature. 

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  Mark Gilmore

  • 26 July 2023 01:13

  Hi Everyone

  Thanks for the continued conversation & feedback.

  Enabling agreements to be more of a 'form' where Signees could submit information was initially part of our Agreements scope, however it was determined that this would have significantly increased the effort and meant a far longer development cycle for us to create the feature.

  Whilst this isn't currently on our immediate horizon, we'd love to revisit this in the future, so please continue to provide your feedback so we can prioritise accordingly.

  Cheers
  Mark

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