Once you have uploaded a document and added your recipients to a send-out, you can go to the Add tab to the right of the Recipients tab.

Here you will find different fields that you can put in your document. These fields can be used to merge data to certain parts of your document, be input fields for the sender or recipient to fill in, or signature fields.

How to add fields to a document

  1. Choose who the field will be connected to.
    If connected to a recipient, they will have to fill out the information when receiving the document.

    Green field = It's connected to a recipient

    Orange field = It's connected to the sender

  1. Click and drag the body of the field to place it where you would like it on the page

  2. Click and drag the corners of the field to resize it

  3. Click the field and then the gear to edit its properties

  4. Click and drag around multiple fields to edit them all at once

You can also add supplemental files or URLs to your document to help your recipients make a decision, such as a demo video or terms and agreements.

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