Adding Annotations and Tagging Documents
This quick guide focuses only on tagging workflow so you can prepare documents correctly before inviting your signer.
Why tagging matters
- Route each annotation to the correct participant.
- Prevent missed signatures, initials, and date fields.
- Keep the appointment moving with fewer interruptions.
- Reduce post-session corrections and rework.
Annotation and tagging walkthrough
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- Open the uploaded document in the signing room.
- Click Add tags on the right-side toolbar.
- Drag signature, initial, date, and notary fields to the correct locations.
- Confirm each field is assigned to the intended participant (signer vs. notary).
- Scroll through the full document and verify no required field is missing.
Final check before inviting the signer
- Confirm page order and readability.
- Confirm every required signer action has a corresponding tag.
- Confirm notary-only fields remain assigned to Notary (me).
- Save and return to the appointment flow.