The Text Input Element allows both recipients and senders to input text into a document. This can be used to collect names, comments, or any information relevant to your document before or after it is sent. This guide will help you add, customize, and manage text input fields in your editor for use by both parties.
Steps to Add the Text Input Element
Open the Editor Block: Navigate to where you want to place the text input field.
Click the Blue [ + ] Symbol: This opens the list of available elements.
Select "Text Input": From the dropdown menu, click on Text Input to insert it into your document.
Customizing the Text Input Field
Once the text input element is added, you can start customizing it by adding labels, help text, and linking it to specific recipients or senders.
Adding a Label and Help Text
Label: Click on "Click to add label*" to enter the label for the field. This is mandatory.
Help Text (Optional): Below the label, click on "Click to enter a help text" to provide optional guidance or instructions for the field.
Assigning the Field to a Sender or Recipient
Click on the Text Input Field: Select the field you want to assign.
Connect Field to Sender or Recipient: Click on the User Icon in the formatting bar, and from the dropdown, choose whether the field is for the sender or a specific recipient.
Marking a Field as Required
Click on the Text Input Field: Select the field you want to mark as required.
Toggle the Required Field Setting: In the formatting bar, click the Toggle Switch icon to enable or disable the "Required Field" setting. The default is ON, meaning the recipient must fill in the field before submitting.
How to Add Text Input Fields
You can easily add multiple text input fields to your document to collect more information. Follow the steps below:
Click on an Existing Text Input Field:
If you’ve already added a text input field and want to add another, simply click on the text input field.
Click on the [ + Add New ] Button:
Below the existing text input field, you will see a [ + Add New ] button. Click Text input from the Engagement elements list.
Drag and Drop Functionality
With drag-and-drop functionality, managing your form elements is easy:
Rearrange Fields: Simply click the “Rearrange” button and drag fields to organize them according to your desired layout.
Adjust Field Size: Click and drag the edges of the text input field to resize it. You can adjust the width to suit the amount of information you expect to collect.
Adding Merge Tags for Dynamic Data
To auto-fill fields using data from GetAccept or CRM integrations:
Click the { } Icon: Select the { } symbol from the formatting bar to access merge tags.
Choose Dynamic Tags: You can choose dynamic tags like Document, Sender, Entity, and Recipient to fetch data from within GetAccept.
Custom Merge Tags: If you’re integrating with a CRM like Salesforce or HubSpot, use Custom Merge Tags to pull data directly from your CRM.
Explore More Engagement Elements
In addition to the Text Input field, GetAccept offers several other engagement elements to enhance your documents. You can explore options like:
Dropdown: Present options in a list for users to select.
Checkbox: Add selectable options for easy decision-making.
Signature: Allow users to add their signatures directly to your content.
Email Input: Collect email addresses efficiently.
Date Input: Provide users with the option to select dates.