How to add fields to an uploaded file

How to add fields to a document

Updated over a week ago

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

  1. Choose who the field will be connected to by clicking on field Connect field 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

How to add the field to the document

  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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