Overview
The Text Input element allows users to enter text into a document using the GetAccept Editor. It is used to collect written input from senders or recipients, such as names, comments, or other required information.
The Text Input element is available wherever engagement fields are supported in the editor.
What you can do with the Text Input element
With the Text Input element, you can:
Collect text input from senders or recipients
Add labels and optional help text
Assign fields to specific users or roles
Mark fields as required
Add multiple text input fields
Reorder and resize fields
Prefill fields using merge tags or CRM data
Assigning ownership
Text input fields can be assigned to:
The sender
A specific recipient role
Only the assigned user can fill in the field.
Required fields and validation
Text input fields can be marked as required.
When required, the assigned user must complete the field before the document can progress.
Using merge tags and CRM data
Merge tags can be used to automatically populate text input fields.
You can use standard merge tags from GetAccept or create custom merge tags to pull data from CRM integrations.
Managing text input fields
Text input fields can be resized, reordered, locked, or deleted as your document changes.