Fields enable the adding of additional information to a document at the time of signing. Like signature fields, non-signature fields can be placed anywhere inside a document. However, each field is associated with an individual signature. Only the signer of that signature can assign or change the field's value. Once the signature is signed, the value of the field cannot be changed by anyone.

To add fields to a document

  1. Click the recipient name in the Recipients section.

  2. Drag and drop the required fields from the FIELDS section to the document.

  3. In the Documents section, click the More icon () to take the following actions:
    1. Click Rename to rename a document.
    2. Click Remove to delete a document.
    3. Click Move Up and Move Down to change the document order.
  4. Click Eye icon to specify which recipients can view which documents.
  5. Click SEND TO SIGN. A confirmation popup appears.

  6. Click SEND. 

The recipients receive an invitation email to sign the document. 

Available Fields

The FIELDS section of the Document Designer page contains every field that you can add to a document for a recipient. The field types are as follows: 

  • Signature Fields: These collect a variety of recipient signature types and initials. When you drop these signature fields into the document, the Field Settings panel appears to the right of the document. In this panel, you can name the field and specify which recipients must complete the field. The following table lists the various signature fields: 

    Field NameDescriptionField Settings
    Signature

    Used to collect a signature from a recipient.

    • Field Name: Enter the field name.
    • Recipient: Specify which signer(s) must complete the field.
    • Signature Type: The following signature types are available: 
      • Click-to-Sign: Upon clicking in this field, the signer's name is stamped on the signature field at the time of signing. This is the default signature type.
      • Capture Signature: The recipient draws their signature using mouse or another input device. The drawing of the signature is stamped on the signature field at the time of signing.
      • Mobile Signature: The recipient receives a link via email that redirects them to open the document on their mobile phone. The recipient is then required to draw their signature using their finger or a stylus. The drawing of the signature is then stamped on the box.
      • Click-to-Initial: At the time of signing, the recipient's initials are stamped on the signature field.
    • Is Optional: Make the field optional at signing.
    • Layout: Specify the X and Y axis where the field is located on the document, and width and height of the field. 
    • Font Size: Specify the font size.
    Signature InitialsAt the time of signing, the recipient's initials are stamped on the signature field.
    Signing DateThis autofield stamps the document with the date and time of the signature.
    • Field Name: Enter the field name.
    • Layout: Specify the X and Y axis where the field is located on the document, and width and height of the field. 
    • Font Size: Specify the font size.


    Signer NameThis autofield stamps the document with the signer's name as it was entered on the transaction.
    Signer TitleThis autofield stamps the document with the title of the signer as it was entered on the transaction.
    Signer CompanyThis autofield stamps the document with the name of the signer's company as it was entered on the transaction.

  • Form-Building Fields: These collect informational responses from recipients on the transaction's documents. When you drop these form-building fields into the document, the Field Settings panel displays to the right of the document. The following table lists the various form-building fields: 

    Field NameDescriptionField Settings
    Text FieldThis field accepts any text entered by the signer prior to signing.
    • Field Name: Enter the field name.
    • Recipient: Specify which signer(s) must complete the field.
    • Default Value: Enter the value that will appear in the field by default.
    • Max Length: Enter the number of characters the signer can enter in the field.
    • Is Required: Make the field mandatory at signing.
    • Layout: Specify the X and Y axis where the field is located on the document, and width and height of the field. 
    • Font Size: Specify the font size.
    • Conditional Logic: Specify IF-THEN conditional logic among two or more fields in a document. For more information, see Conditional Fields.
    Text AreaThis is a multi-line area that accepts any text entered by the signer prior to signing.
    Checkbox

    This is a checkbox that the signer can either select or clear. Use checkboxes 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: Enter the 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: Turn on this toggle button to check the box by default.
    • Is Required: Make the field mandatory at signing.
    • Layout: Specify the X and Y axis where the field is located on the document, and width and height of the checkbox. 
    • Conditional Logic: Specify IF-THEN conditional logic among two or more fields in a document. For more information, see Conditional Fields.
    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 make one button in the group as the default.

    • Field Name: Enter the 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: Turn on this toggle button to select the radio button by default.
    • Is Required: Make the field mandatory at signing.
    • Layout: Specify the X and Y axis where the field is located on the document, and width and height of the radio button. 
    • Conditional Logic: Specify IF-THEN conditional logic among two or more fields in a document. For more information, see Conditional Fields.
    ListThis is a drop-down list that offers recipients multiple predefined options. The signer can choose one option from the list. 
    • Field Name: Enter the field name.
    • Recipient: Specify which signer(s) must complete the field.
    • List: Enter the items that should be available in the drop-down list.
    • Default Value: Pre-populate the drop-down list with one of the list items or leave this blank to avoid a default selection.
    • Is Required: Make the field mandatory at signing.
    • Layout: Specify the X and Y axis where the field is located on the document, and width and height of the list. 
    • Conditional Logic: Specify IF-THEN conditional logic among two or more fields in a document. For more information, see Conditional Fields.
    Label FieldThis is a read only label that will be stamped on the PDF.
    • Field Name: Enter the field name.
    • Recipient: Specify which signer(s) must complete the field.
    • Value: Enter the value to be displayed for label. 
    • Layout: Specify the X and Y axis where the field is located on the document, and width and height of the label. 
    • Font size: Specify the font size.

Conditional Fields

Conditional Fields allow you to configure IF-THEN conditional logic among two or more fields in a document. For example:

  • You can specify that IF a highlighted text field is not empty, THEN a particular signature field is enabled, i.e., the signer must add text to the text field before signing the signature field.
  • You can specify that IF a highlighted checkbox is checked, THEN all other fields in the document are enabled, i.e., the signer must check the checkbox before filling any other fields.

Conditional logic requires that:

  • you add more than one field
  • at least one of the added fields be of type Text Field, Text Area, Checkbox, Radio, or List.

To configure conditional logic 

  1. Add fields to your document. 

  2. Click an added Text Field, Text Area, Checkbox, Radio, or List field that you want to use as the IF part of your desired conditional logic. A Field Settings panel appears to the right of the document.
  3. Expand the Conditional Logic tab.

  4. Configure the conditional logic between the field chosen in step 2 and the document's other fields. The following table indicates which conditions are available for the various field types:

    Available ConditionField Type
    IF
    Empty/Not emptyText Field, Text Area
    Checked/UncheckedCheckbox, Radio
    <Any Item in a List>List
    THEN
    Enable/DisableAll
    Mark requiredAll
    Make OptionalAll
  5. Click Save.