Once you've added a field to a document you can make more advanced settings for it.
To open the settings for the field, hover your mouse over it and a cogwheel shall appear. Click on the cogwheel. Here you will find different editing options depending on the field.
Remember to always click save after you have done a change to a field.
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.
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.
Duplicate
All fields can be duplicated. All settings that you have made on the field will be copied over to a brand new identical field.
Delete 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.
Specific settings for different fields
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:
Signature field
Text field
Dropdown field
Text field with validation
Checkbox
Recipients
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 who the field is connected by the initials.
Fields you can change the connection on:
Signature field
Text field
Dropdown field
Initials field
Text field with validation
Checkbox
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.
Add validation failure text
Choose a text that will pop up if the person that is connected to the field enters the wrong value. Under it, you can test how the validation will work.
Required
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:
Text field
Dropdown field
Text field with validation
Checkbox
Please note!
If a checkbox is marked as required it needs to be ticked in to be able to sign or send the document.
Select a property
Choose what information should be auto-populated in the field.
Fields that you can select a property on:
Merge field
Company field
Name field
Sign date field
Fallback value
Fill in what information should be populated instead if the selected property isn't found.
Fields that you can fill in fallback value on:
Merge field
Company field
Name field
Sign date field
Prefilled value
In the dropdown field, you can choose to prefill the value before sending it out to the recipient.
You can also prefill a checkbox.
