Fields can be added while editing a document or form. If forms are enabled though, we recommend adding fields in the form view and then placing them on the document as applicable.
To add a field to a sign request or template:
- Go to Sign Requests or Templates as applicable.
- Search for and select the sign request or template you want to edit.
- Go to the PDF or Form editor view as applicable. PDF view is the default view. To learn more about forms, go here.
- Drag and drop fields from the left Add Fields menu or type “/” to add fields without touching your mouse. Alternatively, if you are working on a mobile device, click the “+” icon appearing appearing in the header of the editor.
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💡 Note: Fields are added for the participant/role selected at the top of the Add Fields menu, so make sure that the desired participant/role is selected before you start adding fields.
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- Edit field attributes as applicable.