A fill and sign task requires that you upload a document or refer to a previously uploaded document (PDF, Office, or image file) that the task assignee will fill out and/or sign.

Before You Begin

Before you can create a fill and sign task, you need to create a workflow template.

Create a Fill & Sign Task

  1. In the workflow template Designer, click Insert First Task or click the + above or below an existing step.
  2. Choose User Task, then Fill and Sign.
  3. In the right panel, you can modify the default task name, Fill & Sign. It’s a good idea to make your task names descriptive and meaningful so that it’s easy to distinguish the current workflow step.
  4. From the Assigned to dropdown, select the task assignee. The workflow originator (the person who ran the workflow) will be available for selection, and in addition, there may be other participants available if they’ve been invited to the workflow or referenced as a property.
  5. Click the EDIT button in the Designer, or from the Task Actions dropdown, select EDIT.
  6. In Edit mode, on the DOCUMENT tab, you can do one of the following:
    • Upload a document (PDF, Office, or image file) that the assignee will fill out/sign.
      1. Type the document name in the Document Name field. This will also be used as this document’s property name, so that you can reference it in later workflow steps.
      2. Upload the file (in the Document section, click the box to select a file or drop a file onto the box).
    • Choose a document that has been uploaded in a previous workflow step (such as a Web Form task with a File Upload field or an Edit Document task).
      1. From the Document Name dropdown, select the property of the document you want to use for this step.
      2. Upload a file that will be dynamically replaced in the running workflow (in the Document section, click the box to select a file or drop a file onto the box). Even though this file will be replaced in the running workflow, you need to upload a “sample” file so that you can configure your Fill & Sign fields. You’ll want to select a document that is similar to what will be uploaded dynamically so that the fields you place on the sample document will be located correctly on the final document. Note also that if the property you chose from Document Name in the last step doesn’t associate to a document in the running workflow, this sample document will be used instead.
  7. You can optionally do the following:
    • Digitally certify the completed document.
    • Allow a user to Download the file from the viewer.
    • Add Action Buttons, which will allow the workflow to progress to the next step, and optionally provide multiple paths (branches) of completion of the workflow (for example, if a request is accepted it would take one path forward, and if rejected would take a different path).
  8. Once you specify the general document options for the task, switch to the FORM FIELDS tab to configure your input fields.
  9. From the INSERT FIELD dropdown, select a field type:
    • Checkbox
    • Date
    • Initials
    • Signature
    • Text Box
  10. Click the form where you want the place the field for the user to input a value or sign the document.
  11. Once you’ve configured all of your fields, click <.