There are different types of fields that you can add to your GetAccept document or template. The different types are listed below.
A signature field is a graphical representation of a physical signature. This field type is not necessary for a legally binding contract. It can either be connected to a sender or a recipient. If it is connected to a recipient, the recipient needs to either draw or choose a graphical signature before actually signing the agreement.
Name is actually a type of merge field. It is populated when the field is connected to either the recipient or sender and is used in cases where you need to populate a name in your contract.
Company name is actually a type of merge field. It is populated when the field is connected to either the recipient or sender and is used in cases where you need to populate a company name in your contract.
The sign date field is actually a type of merge field. It is populated when the contract is signed and is used in cases where you need to have for example a dynamic start date of an agreement.
A text field is a field that is either populated by the sender or the recipient. This field type can contain static data, but can also be pre-populated by using mergetags. These mergetags could either come from an integration (such as a CRM system), or from GetAccept. If a text field is connected to the sender, it is filled in before it is sent out. If it is connected to a recipient, it shows up as an input field in on the sent out contract (the signing page). If the text field as ticked as required, it needs to be filled in (by either the sender or recipient, depending on who it is connected to) before the contract is possible to sign.
The initials field type is essentially a text field that is showing the initials of the connected sender or recipient. This field type is often used when you want your contract to resemble a physical one, but has in essence no particular legal value.
A merge field is a dynamic text field. This field type can be connected to either the sender or to a recipient. If a merge field is connected to the sender, it is populated when the type is chosen. Depending on what type of merge field it is, the populated data comes from different sources. If the merge field is a custom field, it is fetching data from a third party source, such as an integration or via a custom API integration. Please note that, if it is connected to a recipient, it is populated first when the contract is sent out.
Validated text field
A validated text field is a field that is validating the input with RegEx. This field type is used when you want to lock the input format to for example an ID number or a date.
A link area is an area that is clickable (but not visible for the recipient). It creates a clickable and invisible link where it is added to your document. Link areas are also automatically created when you upload a presentation or document that contains text that is a link.
A checkbox is a field that is either filled or empty. If connected to the sender, it is filled (or left empty) before sending out the contract. If it is connected to the recipient, it shows up as a dynamic checkbox that the recipient can either fill or leave empty before signing the contract. It is often used when for example a product or plan is to be selected before signing a contract.
A dropdown list is a field type that allows either the sender or recipient to choose from a predefined set of options. The selectable options are always populated by the sender before sending out the contract, but can be selected by the recipient if the dropdown is assigned to the recipient.