Prepare Document or Form With Form Field Controls

A Rule is as a set of fillable field controls are not associated with a specific document or form.

The Rule feature allows users to prepare a document or form as a reusable template where the fillable fields are static, but the underlying document is dynamic.  This feature allows users to save time by preparing the document or form with form field controls set and located on the document only in the non-dynamic locations. For example, if a company has a standardized form where the company’s document management system fills out the form with customer data, the Rule could be the location of the signature and date field which are placed on the document automatically.  This is a common feature used with RSign integrations.

Prepare Document or Form With Form Field Controls