Updated: July 2026

The Dynamic Signatures Placement Editor is the main tool for preparing documents for signature. It allows users to define who needs to sign, where signatures should appear, and in what order the document should be signed.

Dynamic Signatures allow users to:

Tap on More (⋮) in the bottom right corner navigation menu.

Tap on Files.

Tap on the three vertical dots (⋮) next to the name of the file.

Then select Request Signature.

The Placement Editor will open automatically.

The Placement Editor is designed around two main concepts:

The workflow starts by assigning signers first, then placing fields onto the document.

Before placing any signature fields, users first define who needs to sign the document.

To Add Signers:

Use the Signers section at the top of the screen.

Tap + Add Signer.

Search for users by name.

Select each signer you want included.

Once added, those members can be assigned to their own signature fields.

This makes field assignment faster and reduces placement mistakes.

You can change the signer assigned to any field at any time.

Tap + Add Field. Then tap where you'd like to place the signature field.

Each signature field is automatically numbered.

You can rotate/move the field to where you'd like the signature placed on the PDF. Signers can not move the signature field's placement.

The Placement Editor displays one page at a time.

Instead of scrolling through a continuous document, simply use the page controls at the top of the editor.

Users are warned before sending incomplete workflows.

Missing assignments must be corrected before sending.

Documents are designed around sequential signing, meaning:

Once all signers and fields are configured, tap Send Request.

The system validates the workflow and the document is sent to the assigned users.

Users complete signatures in sequence. See our guide (NEW LOOK) How to Sign a File.

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