Prepare a field-to-role ownership map
The reviewed Signaturely documentation includes signature, initials, date, text and checkbox fields with recipient assignment. A visible box is not enough: the intended person must be responsible for completing it. Start with a simple matrix listing document section, required action and role. This planning aid belongs to the sender; it should not contain real signatures or private recipient details when used as a generic example.
Use the wording as the reference
Read the nearby document wording and ask who is supposed to make the statement or provide the information. A company representative and a customer may each need different fields even when their blocks look similar. Do not assign fields based only on visual proximity or the order people were added. If the wording itself is unclear, resolve that question before configuration rather than relying on the software to interpret intent.
Check repeated and optional fields
Longer documents can repeat initials, dates or acknowledgements across several pages. Check each occurrence rather than assuming the first correct assignment covers the rest. A field can also be assigned correctly but configured with the wrong requirement level. Keep those checks separate. This is particularly useful after duplicating a template or adding a new participant, when visual familiarity can make an incorrect inherited assignment easy to miss.
Test and verify the recipient perspective
In an authorized harmless preview, inspect what each role is expected to complete and whether another person’s fields remain inappropriate for that role. Do not use a real customer as an unannounced test participant. Save a concise result for the sample version reviewed. If your interface cannot expose the necessary perspective, mark the check unverified. Continue to required-field choices and signing order to finish the participant configuration.
Sources used for this page
These records support the facts and comparisons above. Merchant-controlled records are labelled so you can separate product claims from independent evidence.
- Available fields and recipient assignment — Merchant documentation · help.signaturely.com · Merchant-controlled · checked 2026-09-21
- Send a signature request — Merchant documentation · help.signaturely.com · Merchant-controlled · checked 2026-09-21