Under the Add tab in a template or draft, you will find different fields that you can add. The different types are listed below.
To edit a field, please check out the Edit fields article.
A Signature field is a graphical representation of a physical signature. It can either be connected to a sender or a recipient.
The person it's connected to needs to either draw or choose a graphical signature (see setting Use Type-to-sign) before actually signing the agreement.
To change your signature, see the Saving your signature article.
The Name field is a type of Merge field that shows the name of the person it's connected to. The information is gathered from the contact card.
The Company field is a type of Merge field. It will show the company name of the person it's connected to. The information is gathered from the contact card.
The Sign date field is a type of Merge field that is populated when the contract is signed. It can be used for example when the start date of an agreement is dynamic.
If you have multiple recipients, the sign date will be populated once the recipient to whom the field is connected to has signed.
Signer A has a sign date field connected to them. They sign the contract on January 5th, 2021.
Signer B hasn't a sign date field connected to them. They sign the contract on January 10th, 2021.
The field will show when Signer A signed, in this case, January 5th, 2021.
A text field is a static but editable field. Here any text can be entered. The field is mostly intended to be used for short text, for example, addresses, names, short information, etc.
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 on the sent-out document (the signing page).
If the text field is 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 send/sign.
It's not possible to change the font of the text field. We use Open Sans Normal as a font.
Line breaking is automatically added when needed in the field and is not possible to add manually.
Initial fields can be placed on a template to collect a signer's initials as part of the signing process. Before signing, the signers will be asked to type their initials.
If there are multiple initials fields connected to one specific recipient in the document, the recipient only has to enter their initials once. They can then click on the remaining initial fields for it to populate automatically.
A merge field is a dynamic text field that will automatically fill out data that you've chosen, for example, recipient name. You can collect the data from a CRM integration (see this article) or the contact card in GetAccept.
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.
If you collect information from a CRM integration, the field 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. The recipient will have to enter the correct value for it to go through.
This field type is used when you want to lock the input format, for example, a specific date.
To enter an error text, see this article.
Text field with validation, date (mm / dd / yyyy).
If it's January 2nd, 2021 the recipient will have to enter it like this 01/02/2021 for it to go through.
A link field is an area that is clickable, but not visible, for the recipient. It creates a hyperlink to a webpage of your choosing. When the recipient clicks on the text with the hyperlink, a new window will appear with the webpage.
Link fields are also automatically created when you upload a document that contains a link.
Sent out document
A checkbox is a field that can be ticked in as a response.
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.
If a checkbox is marked as required it needs to be ticked in to be able to sign or send the document.
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 them.
Sent out document