Anvil Etch allows you to quickly collect information and signatures. You can include as many or as few documents and signers as you’d like in each packet.
Getting started
Before you set up an Etch packet, we highly recommend templatizing your documents first. Anvil’s Document Template editor offers you more document customizability than the Etch packet editor, such as access to more field types and customizable field aliases.
Setting proper field types and aliases can help save time spent on downstream work. Field aliases, for example, will relate multiple fields across your document(s) so that when you set up a packet, Anvil will apply the same rules to all fields with a shared alias.
Once templatized, document templates are reusable so you don’t need to set up your Etch packets from scratch each time.
Set up an Etch e-signature packet
Once your documents are templatized, you’re ready to create an Etch packet. Watch the following tutorial to learn how.
Additional resources
Here are some additional resources to help you get started with sending out Anvil Etch e-signature packets:
- A detailed guide on supported signer settings and how they affect your Etch packet.
- How to set up default signer options.
- Leverage Anvil Document AI to speed up Etch packet creation time.
