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.
Please note that the fields can only be added to an uploaded document and not to editor documents.
How to connect a field to a sender or a recipient
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How to add the field to the document
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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