Once you have created your document and added your recipients, click on the Add tab if you want to add fields. 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: The fields shown here can only be added to an uploaded file, and cannot be added to an Editor block.
To learn more about our Field types, click here
To learn more about how to fetch data to our dynamic or merge fields, click here.
How to connect a field to a sender or a recipient
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How to add the field to the document when using a PDF file
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. |
Settings that can be done on all fields
Text size
You can change the text size on all fields except for the Checkbox and Link fields. Change the size either by dragging on a corner or by going into the field setting and changing it there
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Move fields to another page
Is the field on the wrong page? You can easily move it to the correct one. Hover the mouse over the page number to see a preview of it.
When moving the field to the new page, it will appear in the exact same place as on the current page.
All fields have this action.
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Duplicate a field
All fields can be duplicated. All settings that you have made on the field will be copied over to a brand new identical field.
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Delete a field
If you want to remove a field, when clicking on the cogwheel, scroll down to the trashcan and click on it. The field will then be removed.
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Specific settings for different fields
Add a Label
You can add a label to a field. That way you and/or the recipient know what type of information should be added to the field.
Fields where you can add a label:
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Add Validation
Choose what validation type the recipient shall enter in the field. It will force them to enter the correct value in the field for it to go through.
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Add validation failure text
Choose a text that will pop up if the person who is connected to the field enters the wrong value. Under it, you can test how the validation will work.
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Select a property for a field
Choose what information should be auto-populated in the field. Fields that you can select a property on:
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Fallback value for a field
Fill in what information should be populated instead if the selected property isn't found. Fields that you can fill in fallback value on:
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Prefilled value for a field
In the dropdown field, you can choose to prefill the value before sending it out to the recipient. You can also prefill a checkbox.
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Required field
When a field is ticked in as required the document can't be signed or sent before the field has been filled in. Fields that can be ticked in as required:
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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Connect a field to a recipient
Change who the field should be connected to:
Green field = connected to the recipient Orange field = connected to the sender
You can also see up in the right corner to whom the field is connected by the initials. Fields you can change the connection on:
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How to connect certain areas of your document with a hyperlink
If you're looking to make your template dynamic by adding hyperlinks to it and redirecting your recipients, you can easily do so with our Link Fields.
In this example, we create a link over the image of our digital sales room and when clicking on it, it will redirect them to our website explaining more about it.
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Adding our dynamic merge tags with the Editor
In your editor document, you can fetch data about your entity, document, sender, and recipient as dynamics tags. Making the creating of your document a seamless process, in this guide we will show you how to do that and what data you can fetch
Read more about how to use merge tags with the Editor here |