Jotblock Properties

There are many different Jotblocks available to place on documents, and each Jotblock comes with their own set of properties located in the Common and Display tabs. These properties can be anything from making the Jotblock a requirement to interact by the signer, or even changing the font size and color of a text Jotblock. This section lists the different types of Jotblocks available and the various properties you can configure for each type.

Accessing Jotblock Properties

The properties menu can be accessed by clicking on Jotblock, and then selecting the gear icon above the Jotblock, or when the Jotblock is first added to the document. Clicking the gear icon displays a new window that defaults to the Jotblock's common properties. This is the Common tab and it contains all of the settings you can configure for that selected Jotblock. The Display tab can be selected for certain Jotblocks which displays a list of formatting options that can be used to change the appearance of the selected Jotblock.

Jotblock Types and Common and Display Properties

The Signature type Jotblock contains the following properties that can be changed:

Required Sets whether or not the signer will be required to provide input for the Jotblock.
Certified Sets whether the JotBlock will be rendered with meta-data in its frame including the eSign Jotblock ID, the IP address where signing occurred and a universal time (UTC) timestamp.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Instructions The instructions displayed to the signer letting them know what to enter.
Style of Signature

Sets how the signer can initial the document. There are three options available:

  • Let the signer choose

  • Drawn with touch, mouse, or stylus

  • Typed with keyboard
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.

The Initials type Jotblock contains the following properties that can be changed:

Required Sets whether or not the signer will be required to provide input for the Jotblock.
Certified Sets whether the JotBlock will be rendered with meta-data in its frame including the eSign Jotblock ID, the IP address where signing occurred and a universal time (UTC) timestamp.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Instructions The instructions displayed to the signer letting them know what to enter.
Style of initial

Sets how the signer can sign the document. There are three options available:

  • Let the signer choose

  • Drawn with touch, mouse, or stylus

  • Typed with keyboard
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.

The Date type Jotblock contains the following properties that can be changed:

Required Sets whether or not the signer will be required to provide input for the Jotblock.
Certified Sets whether the JotBlock will be rendered with meta-data in its frame including the eSign Jotblock ID, the IP address where signing occurred and a universal time (UTC) timestamp.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Instructions The instructions displayed to the signer letting them know what to enter.
Validators

Sets how the date appears in the document, and whether or not to pre-fill the date.
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.

The Timestamp type Jotblock contains the following properties that can be changed:

Note:  TimeStamp JotBlocks write out the date and time when a signer completes signing, in the timezone detected from the signer's browser. Date JotBlocks allow a signer to enter a date in a format you specify.

Certified Sets whether the JotBlock will be rendered with meta-data in its frame including the eSign Jotblock ID, the IP address where signing occurred and a universal time (UTC) timestamp.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.

Text Jotblocks have the following properties that can be changed on the Common tab:

Required Sets whether or not the signer will be required to provide input for the Jotblock.
Certified Sets whether the JotBlock will be rendered with meta-data in its frame including the eSign Jotblock ID, the IP address where signing occurred and a universal time (UTC) timestamp.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Instructions The instructions displayed to the signer letting them know what to enter.
Validators

Sets how the date appears in the document, and whether or not to pre-fill the date.
Source Group You may assign a unique text value to a JotBlock as a "source group" name. Then, you may pick the source group you created on that JotBlock and assign it to other JotBlocks. JotBlocks that share the same source group value will share signer input. When a signer changes the value one of the JotBlocks with a source group assigned, the same value will be set on all other JotBlocks with the same source group.
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.

Text Jotblocks have the following properties that can be changed on the Display tab:

Border Type of border to wrap the JotBlock, one of none bottom border only border around the entire JotBlock
Font Size Size of the text if the JotBlock is typed
Text Masks Sets whether certain text should be hidden as the user types out the data. This could apply to users entering in credit card info, or their Social Security Number.
Style Sets whether the text is displayed as Bold, Italics, or Underlined.
Alignment

Sets the alignment of the written text. Both horizontal and vertical alignment can be set.

Drop-down Jotblocks allows a signer to select a single item from a list of options. What you choose to apply will be rendered to a single location on the document:

Required Sets whether or not the signer will be required to provide input for the Jotblock.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Instructions The instructions displayed to the signer letting them know what to enter.
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Options

Drop-down Jotblocks will display a drop-down list of options that the signer may choose from. Each option you create will have the following:

  • Display Text - the text that will be shown to the signer

  • Value to Save - the value (text or numeric, whatever you need) that we will save

  • Display As - you may select to apply an image, like a check mark or X, the Value you set on the option, or nothing at all.
Default Values You may preselect values, and the signer will be able to change the selections.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.

A Multiple Choice Jotblock allows a signer to select one or more items from a list of options. What you choose to apply may be rendered to different locations on the document. As you add options, new JotBlocks will be added onto the document next to the previously added option. You can move the options anywhere in the document (they do not need to be in the same area or even on the same page). All options for a single Multiple Choice Jotblock must exist in the same document, though. If you move an option to a new document, all options will be moved in a cluster so that they can be re-aligned.

Required Sets whether or not the signer will be required to provide input for the Jotblock.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Instructions The instructions displayed to the signer letting them know what to enter.
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Options

Multiple choice Jotblocks will display a drop-down list of options that the signer may choose from. Each option you create will have the following:

  • Display Text - the text that will be shown to the signer

  • Value to Save - the value (text or numeric, whatever you need) that we will save

  • Display As - you may select to apply an image, like a check mark or X, the Value you set on the option, or nothing at all.
Default Values You may preselect values, and the signer will be able to change the selections.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.

A Fixed Signature Jotblock allows you to apply a signature to the document outside of the signing session.

Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Apply signature This field is used to apply the signature that appears outside of the signing session. You draw a signature using your mouse, just as a written signature is filled later, by holding your left mouse button down and drawing in the signature box.
Apply when the document is...

  • Started - Applies the signature as soon as the document is started and sent

  • Completed - Applies the signature after the document has been marked as completed

A Fixed Text Jotblock allows you to apply fixed text. You may select to apply merge field values, fixed text that does not change, or calculated values.

Required Sets whether or not the signer will be required to provide input for the Jotblock.
Hidden Sets whether the Jotblock is hidden by default before certain conditions are met.
Insert Merge Field You may pick from available merge fields.
Edit Fixed Text Picked merge fields and items you type are entered here.
Apply when the document is...

  • Started - Applies the signature as soon as the document is started and sent

  • Completed - Applies the signature after the document has been marked as completed
Name The internal reference name of the Jotblock. This is the name being referenced by the API for the name of this Jotblock and may be used if the Jotblock needs to be a dynamic Jotblock.
Save back to business system Allows you selected a sender input that can be linked to a merged field from your business. In order to be able to write-back to your chosen business system some additional configuration may need to be done.