When dragging on signing fields, how do I customise them?
Want to make sure your client doesn’t breeze past the ‘Contact phone number’ section of your form? We’ve got you covered 😉
When you drag a new field onto either a new envelope or new template, a ‘Configure Field’ popup box will appear (as shown in the image on the right), giving you some options to configure the field according to your preferences.
If you need to know what types of fields are currently available, you can check them out here.
By default, this is set to ‘Untitled’. You can leave it blank however it is recommended that you give this a descriptive name. For example, if you are asking a party to print their name, you could call it ‘Please enter your full name’. That way, the party can see exactly what you expect them to complete.
This is a required field
This option, by default, is ticked. This means that it must be completed by the party before they can submit the document. If you untick this, the signer assigned to the field can choose whether or not they complete this field.
This field is for
This allows you to choose who needs to complete this field. Just select the party you’d like to assign to the field from the drop-down of all the parties allocated to this envelope. If you need to add another, you can do so either by adding a new party to a template or by adding another party to the envelope.
Is this a merge field (text field only)
This option will only appear for text fields and is used to identify merge field for you complete prior to sending. You can add new merge fields here, by selecting ‘+ Add new merge field’ and giving it a name (i.e. Mailing Address).
Text font (text and date field only)
As you’ve probably guessed, this option allows you to change the font of the text that will be entered into this field, a nice touch if you’re looking to keep the data entered uniform with your template.
Just click the dropdown box next to ‘Text font’, select one of the pre-installed fonts and hit ‘Update input’. We have added the most popular fonts, however, if you don’t see one that matches your branding – please let us know so that we can add to our Review list for the future!
Text colour (text and date field only)
Hopefully self-explanatory, this allows you to change the colour of the text that the signer adds. Changing the text colour will affect how the signer sees the text field as well as how it will be displayed on the PDF.
Just click the square of colour next to ‘Text colour’ and select from the palette, or enter the HEX code of the colour you want to use and hit ‘Update field’.
Checkbox group (checkbox field only)
You can group your checkbox fields together to make sure that the signer can only tick one of the checkboxes in that group.
Just create a new checkbox group name in the configure field pop up, select the new checkbox group from the drop down menu for each checkbox field you’d like to be included and hit ‘Update field’.
Can I change the size of the fields?
To enlarge fields on your document you will need to change the size BEFORE sending the document to the Signer.
If you move your curser over the edge of the text field you will see a little arrow. If you click and drag this will enlarge the field for you. The Signer won’t be able to change the size once sent so make sure it’s big enough for them to provide the input you require.*see note below on font size
More of a ‘visual’ learner? Check out our video tutorial on uploading and customising a template 👉 here!
“Can I define the size of the font?”
“I need my signers to initial each page of the document, is there a field for this?”