Fields let you personalize documents, collect recipient input, and include important details like signatures or company names. In this article, you’ll learn how to add fields, connect them to recipients, and adjust their properties in an uploaded file (PDF).
Step 1: Open the Add tab to insert fields
Once you’ve created your document and added recipients, open the Add tab to view all available fields.
You can use these fields to:
Merge data automatically into your document
Collect information from recipients
Add sender or recipient signature areas
Note: Fields can only be added to uploaded files (PDFs) — not to Editor blocks.
Step 2: Connect a field to a sender or recipient
Click on a field, then select Connect field to to choose who should complete it.
Green field = Connected to a recipient (they’ll fill it in when signing)
Orange field = Connected to the sender
You can always see who the field is connected to by checking the initials in the top-right corner.
Step 3: Add and position fields on a PDF
To place a field on your document:
Click and drag the field to where you want it.
Resize it by dragging the corners.
Edit properties by clicking the field and selecting the gear icon.
Select and move multiple fields by dragging around them.
You can also include supplemental files or URLs (like demo videos or terms) to give recipients extra context.
Step 4: Adjust field settings
All fields can be customized. Here’s what you can do:
Change text size
Adjust text size directly by resizing the field or from the field settings menu.
Not available for Checkbox or Link fields.
Move fields to another page
Hover over a page number to preview it, then move the field — it will stay in the same position on the new page.
Duplicate or delete a field
Duplicate: Copies the field with all its settings.
Delete: Click the gear icon, scroll to the trashcan, and confirm.
Step 5: Customize field-specific options
Add a label
Add a label to help recipients understand what to enter.
Available for: Signature, Text, Dropdown, Text with validation, Checkbox
Add validation
Choose a validation type (e.g., email, number, date) to ensure recipients enter correct values.
You can also set a validation failure message that appears when incorrect input is entered.
Auto-populate with properties
Select which data should be auto-filled (for example, recipient name or company).
Available for: Merge field, Company field, Name field, Sign date field
Add a fallback value if the selected data isn’t found.
Prefill values
Preselect a value for a Dropdown or Checkbox before sending the document.
Mark fields as required
If a field is marked required, the document can’t be sent or signed until it’s completed.
Available for: Text, Dropdown, Text with validation, Checkbox
If a required checkbox is added, it must be ticked before signing.
Step 6: Connect hyperlinks with a Link Field
Make your document interactive by adding hyperlinks.
Drag the Link Field to the desired area.
Resize it to cover the clickable space.
Click it and enter the web address you want recipients to be redirected to.
For example, you can overlay a link on an image to guide recipients to your website or product page.
