How to use ‘dropdown menu’ fields

Confused by Dropdown Menus? Don’t worry we’re here to sort any confusion.

This feature is available on all accounts, Pay as You Go and monthly/annual plans.

To add ‘Dropdown fields’ to any document or template you simply need to drop them in the same way you add existing fields.

Once you have placed the Dropdown field on to the document click on it and the configure field box will appear at the bottom of the page.

This is where you can add the choices that your client will choose from, give the dropdown a title, specify the party and decide whether or not completion is required.

Don’t worry if you need to amend a choice, we have added a handy remove choice button.

Once the choices have been added, you just need to click update field and that’s that.

You can now send your client(s) the document.