Form Building Fields

When you drop these form-building fields into the document, the Field Settings panel displays to the right of the document.

Field	Usage	Field Settings
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.	Field Name 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.	Field Name 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.	Field Name Recipient: Specify which signer(s) must complete the field. List: Enter the items that should be available in the drop-down list, one item per line. Default Value: Pre-populate the drop-down list with one of the options. Is Required: Ensure that the signer selects one item from the list.
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.