Adding fields when using an uploaded PDF file

If you want to add fields to an uploaded file in your template, you can find them under the Add tab.

Here you will have the option to choose right away if the fields are to be connected to the sender or first added recipient. If you have added roles or specific recipients they will be found in the field Connect field to.

These fields can be used to merge data into certain parts of your document, be it input fields for the sender or recipient to fill in, or signature fields.

To place a field in your doc, simply choose who the field will be connected to, then click and drag the field you'd like to add.

Here are four actions you can take once it's on your page:

  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, such as who is taking the action on the field, the label of the text field, or setting a default value for the field

  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, and they will always be attached to the template you have created.

It is important to note: If you have added an editor block to your template, you cannot place fields on it from the Add tab. Instead, you can use the form element to collect data from the sender or recipient before they sign your send out.

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