Jotblock Manipulations

Overview

JotBlocks are areas in the page (represented by yellow boxes) where signatories can sign or type information. JotBlocks may also be used to fill in data by the sender. Send to Nintex eSign allows creation of new JotBlocks and modification/deletion of existing JotBlocks.

Adding JotBlocks

1. Right-click on the page preview.

2. Click Add JotBlock in the context menu.

3. The cursor will change to a crosshair (), indicating that you can now "draw" a new JotBlock by holding down the left mouse button and dragging. This action will display an outline showing the size and position of the JotBlock.

4. Release the left button once you are satisfied with the size. The JotBlock Properties Window will then display.

5. Enter the appropriate values for the JotBlock's properties.

6. Click the Save button to complete the process or click the Cancel button to cancel the process and delete the created JotBlock.

Editing JotBlocks

1. Right-click on a JotBlock

2. Click "Properties" in the context menu.

3. Enter the appropriate values for the JotBlock's properties.

4. Click the Save button to complete the process or click the Cancel button to discard your changes.

The following Typed JotBlocks are not editable:

• Fixed or Parameter

• Validation

• Multiple Choice

• Timestamp

Deleting JotBlocks

1. Right-Click on a JotBlock

2. Click Delete in the context menu.

3. Click the Yes button in the confirmation dialog

Moving JotBlocks

1. Move the mouse inside the JotBlock until the mouse cursor changes to a move cursor.

2. Click and hold the mouse button.

3. Drag the JotBlock to the desired location.

4. Moving JotBlocks to a Different Page

5. Right-click on a JotBlock

6. Click Move to in the context menu and then select a page

Resizing JotBlocks

1. Move the mouse to a border of the JotBlock until the mouse cursor changes to a resize arrow.

2. Click and hold the mouse button.

3. Drag that border until the JotBlock is the desired size.