Project Documents
Validate field values
There are often times when it’s necessary to validate the data entered by a signer to ensure it matches a specific format. This can include phone numbers, email addresses, passport details, identification numbers, and more. Clean Claims Sign provides ...
Add initials on all pages
Some documents require just the initials on every page, which can be challenging in case of large documents. However, with Clean Claims Sign it’s possible to do this in just a couple of clicks. To add initials on all pages: Open the document template ...
Add field on multiple pages
A very common scenario is to have a user enter the data once, and make it appear on multiple pages of the same document. This can be useful in case of large documents where the same data can be repeated on multiple pages. For example, you would want ...
Use radio buttons and checkboxes
If you need to collect data from users where they can choose one or multiple options, you can use radio buttons or checkboxes. This allows the signer to select one or several options from the provided list. This can be useful, for example, when ...
How to sign Documents listed as sign "Anytime" in your Project
Getting Started with Documents in a Clean Claims Project
How to Migrate your Existing PDF documents to the new Document Signature Tool
Please Note: You will only be able to migrate any document that was uploaded as a PDF from the previous signature process. If you were using the Text Markup, this will not be available to migrate over. You will need to create and upload a PDF to ...
Adding Document Templates to Clean Claims for Signature and Field Capture