Studio: the new document screen

Studio is the new screen for documents in actaSIGN. It replaces the screen where you place fields and the screen where you sign. The steps before it (upload documents, recipients, subject, workflow) stay the same, see Create a signing request – overview.

Note

Studio is switched on per organisation. If you still see the previous screen, Studio is not (yet) active for you. How administrators switch it on is explained below.

The workspace

After Continue to Authoring, the document opens in Studio.

1. Tools: the fields you place in the document.
2. Recipient of new fields: who the next field is for. Each person has their own colour.
3. Dry run: check that the request works the way you want.
4. Pages and Recipients: page overview and a check for each person.
5. Properties and Task: settings of the selected field and of the task.
6. Send: the request goes to the recipients.

Studio in this help

Where Studio differs from the classic view, the pages of this help show both. Choose the “Studio” tab above the picture. Your choice applies to all pages and is kept for your next visit.

You want to …	Page
place and set up fields	Place fields in the document
check fields from placeholders in the PDF	Placeholders in the PDF
send the request	Send a request
sign a document only yourself	Only me
place the fields of a form template	Create a form template
align the fields of a form template with a text	Fields of a form template
open and view a document you received	Open the link
fill in fields and use Your tasks	Fill in fields
view the enclosures	View and add enclosures
decline a task	Decline a task
delegate a task	Delegate a task
get a second signature	Get a second signature

Check the recipients

In the Recipients tab (1) you see, for each person, which fields they have and whether everything is ready.

If a person shows No signature field, they still need a signature. You can only send once everyone is Ready.

Dry run

With the Dry run you fill in the document the way a person would. This shows you whether required fields and dependencies are set up correctly before you send. The dry run is only available in Studio.

1. Click Dry run.
2. On the right, under Fill in as, choose the person.
3. Fill in the fields. With Check as when signing, actaSIGN checks everything just as it does for a real signature.
4. Finish with End dry run (1).

Your entries in the dry run are neither saved nor sent.

Signing in Studio

When someone opens a task in Studio, they see the document with their own fields, the Your tasks list on the left and Next field at the top. Signing works as before, under Select → Sign. The pages about signing show both views:

• Open the link and view the document: the layout of the page in Studio
• Fill in fields: Your tasks and Next field
• Sign a document: the signing itself

The Complete your signature details form and the choice of the signature representation when signing together stay the same. People who come through the link in the e-mail also see the question for a password or code and the messages about a completed or cancelled task in the classic form.

Who sees Studio

• Members of your organisation see Studio as soon as it is switched on for everyone or released for them personally.
• People who open a task through the link in the e-mail see the view the request was created with. So a request from Studio opens in Studio, even if their own organisation does not use Studio.
• A screen never changes while you are working: if Studio is switched on, you see it the next time you open a document.

Switch on Studio

For administrators of your organisation:

1. Open Administration and then Defaults.
2. Switch on New document screen (Studio) for all members.
3. Click Save.

Would you like to try Studio with a few people first? Under Members, choose Release Studio for the person. See Enable templates, mass send, AES CH and Studio and Members.

See also

• Place fields in the document
• Send a request
• Sign a document