Fields allow you to personalize your documents, collect recipient input, and include essential details like signatures or company names. This guide covers how to add fields, connect them to the right people, and adjust their properties on uploaded PDFs.
Open the Add tab to insert fields
To start adding fields, open your document and click the Add tab on the right-hand menu to see all available field types.
You can use these fields to:
Merge data automatically into your document.
Collect specific information from your recipients.
Add signature areas for both the sender and the recipient.
Note: Fields can only be added to uploaded files (PDFs). They cannot be added directly into Editor blocks.
Connect a field to a sender or recipient
To ensure the right person fills out the right information, you must connect the field to a specific participant.
Click on a field you have placed on the document.
Select Connect field to from the settings menu.
Choose the specific sender or recipient from the dropdown list.
Pro-tip: Look at the field color to stay organized. Green fields are connected to recipients (signers), while orange fields are connected to you, the sender.
Add and position fields on your PDF
You can place and arrange fields anywhere on your uploaded document to match your layout.
Click and drag the field from the sidebar to its position on the page.
Resize the field by dragging the corners to fit the space provided in your PDF.
Select and move multiple fields at once by clicking and dragging your cursor around them to create a group selection.
Adjust general field settings
Every field has settings you can modify to change its appearance or location.
Change text size: Adjust text size by resizing the field box or using the field settings menu (not available for Checkbox or Link fields).
Move fields to another page: Hover over a page number in the sidebar to preview it, then move the field; it will maintain the same coordinates on the new page.
Duplicate or delete: Click the gear icon on a field to copy its settings or scroll to the trashcan icon to remove it.
Customize field-specific options
You can add logic and labels to fields to make the signing process easier for your recipients.
Add a label: Use labels to provide instructions, such as "Enter your job title."
Add validation: Choose a validation type (like email or date) to ensure the recipient enters the data in the correct format.
Auto-populate with properties: Use "Merge fields" to automatically pull in names or company data so recipients don't have to type it manually.
Mark fields as required: Check the Required box to ensure the document cannot be signed until that specific field is filled out.
Connect hyperlinks with a Link Field
The Link Field makes your document interactive by redirecting recipients to external websites or resources.
Go to the Add tab and drag the Link Field onto your document.
Resize the field to cover the specific text or image you want to make clickable.
Click the field and enter the full URL in the settings box.
Pro-tip: Place a Link Field over a "Book a Demo" image or a button in your PDF to drive immediate engagement from your document.