InstaPage signature block styles

• Customize signature block format for individuals
  • Add a custom title for individuals
• General Signature block formatting
• Set a custom signature block style

Customize signature block format for individuals

Select an individual's signature card on the Signatures so you can preview the changes as you make them.

1. Click the fields and styling tab
2. Hover over the signature line card and click the ellipsis on the right side of the card
3. Click the format drop-down and choose your preferred signature block format

Add a custom title for an individual

For individuals on InstaPages, you can add a custom title or by: line. The text you add for this individual will only be on this InstaPage. So if you need them to sign as CEO on one InstaPage and as President on a different InstaPage, this feature allows you to do that.

1. On the Signatories tab,
2. Hover over the signatory's card you want to edit
3. Click the middle icon that looks like lines of text in a box
4. Type in the text you want (e.g. Title: CEO)

General signature block formatting:

1. Quick Styles: there are 4 preset signature block formats you can use called Quick Styles. Click the Fields & Styling tab, then the Quick Styles drop-down, and choose your preferred option. You can make additional style edits after you've applied a Quick Style
2. Its vs Title: you can change the default Title to Its for entities or individuals. Click the Fields & Styling tab, hover over the Title field, and click the ellipsis icon. You can choose to use "Its" if an entity or "Its" if an individual, and then change the line break formatting by clicking the 'its format' dropdown
3. Description: you can change the format for the display of an entity’s description by clicking the fields & Styling tab, and then clicking the ellipsis on the Signatory Description tab and changing the format option.
4. Fields: required fields are indicated by an * on the field card. Other fields are optional and you can toggle them on and off by clicking on the card.

Set a custom signature block style

You can set a signature block style across your transaction so it's easy to keep all your InstaPages consistent! This style will be available to all transaction participants and all InstaPages on this transaction.

If you have a single InstaPage:

The first InstaPage you create and style will be set as your Transaction Style. Any style changes you make to this single InstaPage will update the preset transaction style.

To view this style:

1. Click on the signature block on the InstaPage
2. Make a style change
3. Click the Fields & Styling tab
4. Click Quick Styles
5. The first option will be labeled Transaction Style and you'll see the preview update as you make changes to the InstaPage style.

If you have multiple InstaPages:

The first InstaPage you create and style will be set as your Transaction Style. When you create additional InstaPages, that preset style will be applied to the new InstaPage.

To update the Transaction Style:

1. Open an InstaPage
2. Make the style updates you'd like
3. Click on the Fields & Styling tab
4. Click Quick Styles
5. Click Update transaction style

To apply the Transaction Style to an InstaPage:

1. Open the InstaPage
2. Click on the Fields & Styling tab
3. Click Quick Styles
4. Click the 1st style option labeled Transaction Style