Under the Add tab in a template or draft, you will find different fields that you can add. The different types are listed below.
Signature field
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.
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Name field
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Company field
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Sign date field
Example: 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.
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Text field
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Initials field
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Merge field
Please note! If you collect information from a CRM integration, the field is populated first when the contract is sent out. |
Validated text field
Example: 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.
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Link field
Example of how it looks on a draft Example of how it looks on a sent document |
Checkbox field
Please note! If a checkbox is marked as required it needs to be ticked in to be able to sign or send the document.
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Dropdown field
Example of how it looks on a draft Example of how it looks on a sent document |