When adding 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 below), giving you some options to configure the field according to your preferences.

If you’re a visual learner, you can watch the ‘Customising Fields video below’:

Or you can follow the steps here:

Name

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 selected (green). This means that it must be completed by the party before they can submit the document. If you slide the bar across, the signer assigned to the field can choose whether or not they complete this field.

Party

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.

You will need to ensure you are viewing the document as the correct party if you want to edit fields for that party. You would need to click into the correct party from the left hand side of the screen, so the system greys out parties that don’t need to be edited.

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 clicking ‘+ Assign’ and following the steps on the pop up. For the full run down on using merge fields watch the video here!

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. 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!

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.

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 four small boxes. Click and drag the boxes at the corners to re-size the field, just as you would on any other program like word etc. 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. If lots of text needs to go in the field, make sure the box is big enough, otherwise you’ll get a tiny font.