Prepare documents

You add fields to the document to collect information from signers.



Select the signer and add fields by dragging them from the panel into the document body. The following fields types can be added:

  • Signature fields
  • Text fields
  • Check boxes

Note Adding fields can only be done for recipients with the signer role.

Fields can be moved by dragging and resized using the field edges. A field can be deleted from the field properties panel.

Field properties

Basic properties for all field types:

  • Assignment to a signer
  • Label for the field
  • Tooltip text
  • Setting the field as required



Signature field

The following signing methods are selectable in addition to the basic properties:

A SignDoc Standard user can limit the available methods or leave them to the signer to select.



Text field

Use text fields to collect user text input. In addition to basic properties, you can also set these options:

  • Set field as read-only
  • Single or multi-line
  • Maximum length
  • Set the initial field text



Check box

In addition to basic properties, you can also set these options:

  • Set field as read-only
  • Set whether to check the field



Done button

The Done button saves the changes and brings the user back to the documents and recipients page.