If your clients will be signing the document with a different name than what will be autofilled then you can use one of the options below to collect the correct signature.
- Option 1: Your client will edit their name when they sign the document
- Option 2: Edit your clients name before sharing the document
Your client will edit their name when they sign the document
When your client opens the documents to sign they will have the ability to modify their signature and initials. In this scenario we will add them to the loop with the name that you need to autofill the documents with and then we will prompt them to update their signature to reflect the POA.

Open the loop that you need to add the POA to.

Navigate to the people section of the loop.

Click on Add Person to start adding details about the person.

Depending on how you need the POA’s information to autofill that’s how you will want to add them to the loop.

You can use the checkboxes to the left of your documents to open multiple documents or click on the name of the document to open one. If you’re opening an interactive document, or multiple interactive documents, then an autofill window will pop up to fill in all the details for you.

Click on Share in the top right to send the documents to your client(s) via email. In the Share window, you can change the share permission for your client, include a helpful message and a PDF copy. Once you have made your selection(s) then click Share in the bottom right to send the document to your client.

When your client starts signing the document they will be met with an Adopt Your Signature window. In this window, the client can modify how they want to sign.

Once they have modified their signature they are all set to click Adopt and Sign. They will be able to sign with the correct signature and initials in any field that’s assigned to them.
Edit your clients name before sharing the document
With this option you can edit your clients name after you autofill the document and before you share. This means that when your client opens up the document to sign, the Adopt Your Signature window will populate with the way you need them to sign.

Open the loop that you need to add the POA to.

Navigate to the people section of the loop.

Click on ADD PERSON to start adding details about the person.

Depending on how you need the POA’s information to autofill that’s how you will want to add them to the loop.

You can use the checkboxes to the left of your documents to open multiple documents or click on the name of the document to open that one. If you’re opening an interactive document, or multiple interactive documents, then an autofill window will pop up to fill in all the details for you.

Once you have auto filled and completed the rest of the document then you will want to click on Save in the top right and then back out of the document using the arrow in the top left.

Scroll down to the people section of the loop and then click on the client’s name or the three vertical dots to the right of their role to edit. This is where you will edit their name with how you need them to sign. Click Save.

You can use the checkboxes to the left of your documents to share multiple documents or hover over the name of the document and click Share to the right to share one document. When your clients open the document to sign they will be prompted to sign with the edited name.