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Adding and editing fields (E-sign plan)

Add fields for editor and PDF (eSign)

Updated over 11 months ago

How to add fields for our Editor

  1. Click on the blue [+] symbol within the editor block

  2. Here you can choose what dynamic field you want to add, to the Esign plan, these are available:

    1. Text

    2. Image

    3. Signature

  3. Done!

How to add fields for an uploaded PDF file

  1. Click on the Add tab

  2. Select who the fields should be connected to

  3. Drag and drop the field to where you want it on your Uploaded file.

    For our Esign plan we have these fields available:

    1. Signature field

    2. Name field

    3. Company field

    4. Sign date

  4. 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)

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