Text Field

This field accepts any text entered by the signer prior to signing.

Field Name

Recipient: Specify which signer(s) must complete the field.

Default Value

Is Required: Make the field mandatory at signing.

Text Area

This is a multi-line area that accepts any text entered by the signer prior to signing.

Recipient: Specify which signer(s) must complete the field.

Default Value

Is Required: Make the field mandatory at signing.

Checkbox

This is a simple check box that the signer can either select or clear. Use check boxes when you want to enable signers to choose more than one option in a list.

Use Checkbox Group to place selected checkboxes in a group of associated boxes. If the sender sets any box in a group as required, then during signing the signer must select at least one member of the group.

Recipient: Specify which signer(s) must complete the field.

Checkbox Group: Use this to place selected checkboxes in a group of associated boxes.

Default Value: Toggle On to check the box by default.

Is Required: Make the field mandatory at signing.

Radio

Radio buttons enable signers to select one of many predefined options. Use radio buttons when you want signers to choose only one option.

Use Radio Group to place selected radio buttons in a group of associated buttons. You can identify one button in the group as the Default, thus ensuring that it will be pre-selected.

Field Name

Recipient: Specify which signer(s) must complete the field.

Radio Group: Use this to place selected radio buttons in a group of associated buttons.

Default Value: Toggle On to select the radio button by default.

Is Required: Make the field mandatory at signing.

List

This is a drop-down list that offers multiple predefined options. The signer can choose one option from the list. Once that option is selected, only that option is displayed, thus minimizing the amount of space this element occupies on the screen.

Label

This is a READ-ONLY label that will be stamped on the PDF.

Field Name

Recipient: Specify which signer(s) must complete the field.

Default Value

Custom Fields

These fields are populated at the time of signing with data. Custom Fields are created for an entire account, and an account can have any number of Custom Fields.

If the sender has defined a value for their custom field (as described in the Custom Fields section of the My Account page), then that value will be used in the Signer Experience. If the sender has not defined a value for their custom field, a default value can be defined by your administrator, and that value will be used in the transaction.