Open a document by using the Fill In and Sign iconwithin any Requirement.

There are two modes to use when completing documentation.

fill out form

First, ensure you are within the document you wish to fill out. Then, use this view to enter text into form fields.

:: Click on the blue (sometimes gray) fields to complete the form.

:: Tab from field to field or select with your mouse/cursor.

Please keep in mind that all signatures and custom texts (typed in information outside the blue/gray fields) will become temporarily invisible within the Fill Out Form view.

sign & edit  

Use the Sign & Edit view to add signatures, custom text fields, highlight, and redact. These additions may be added to any document within the platform—including your own uploaded forms.

First, ensure you are within the document you wish to fill out.

Then, select Sign & Edit from the toggle at the top of the document. 

The Sign, Overlay Text, Highlight, and Redact tools will appear below the toggle as shown here.  

Select the needed tool then click on the document to begin amending. 

Sign and Overlay Text tools allow you to enter information and then adjust the placement. For Highlighting and Redacting, click and drag over the appropriate spot on the document.   

Please keep in mind that the markings from these tools will become invisible if you switch to the Fill Out Form view.

tools 

Overlay Text 

Sign 

Highlight  

Redact

Back to Requirements 

Requirements Navigator / Form Selector 

All edits made with these tools can be changed at a later time by opening the document and selecting the same tool.