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Table of contents
Adding and editing fields (E-sign plan)
Add fields for editor and PDF (eSign)
Updated over 11 months ago
Table of contents
How to add fields for our Editor
Click on the blue [+] symbol within the editor block
Here you can choose what dynamic field you want to add, to the Esign plan, these are available:
Text
Image
Signature
Done!
How to add fields for an uploaded PDF file
Click on the Add tab
Select who the fields should be connected to
Drag and drop the field to where you want it on your Uploaded file.
For our Esign plan we have these fields available:
Signature field
Name field
Company field
Sign date
Done!
Good to know!
If the field is orange it is connected to the sender of the document
If the field is green it is connected to the recipient (you can see who by looking at the initials in the field for the selected recipient)