Have you ever been leery of sending a form to your client using “Can Fill & Sign” permission (since they’re able to fill in all available fields) when you only needed them to fill out a few fields or check a few boxes? This would be helpful when having forms such as the Consumer Notice (CNT), Buyer (Tenant) Agency Contract (PAR BAC), MD-Understanding Whom Real Estate Agents Represent, etc signed and filled out electronically.
You are able to send a form with “Can Sign” permission and allow them to fill out specified fields, here’s how:
- Assuming that you’ve already: created your loop, filled out the details page, added your clients, and added documents from Templates….Go into your loop and open your document(s)
- Click in one of the text boxes that you’d like your client to fill in or on a check box that they need to check. In the black toolbar at the top, assign the field to your client
- Share your document with “Can Sign” permission. Since you’ve assigned the field to them, they will be able to fill it out, even though you’re sharing the document with “Can Sign” permission instead of “Can Sign & Fill”
Here is what your client will see: