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Placing fields and signing4 steps

Which field to use: signature, text, date, checkbox and more

What each of the seven field types asks the signer for, and when to use signature, initials, name, date, email, text or checkbox.

There are seven field types. Each one asks the signer for one thing, and the signing page explains it to them as they reach it.

FieldWhat the signer doesUse it for
SignatureDraws, types or uploads a signature.The signature line.
InitialsDraws, types or uploads their initials.Initialling each page or a changed clause.
NameTypes their full name.A printed name under the signature.
DateNothing: today's date is filled in for them.The date next to a signature.
EmailTypes their email address.Contact details on a form.
TextTypes the requested information.An address, an ID number, an answer.
CheckboxTicks it, or leaves it unticked."I agree" boxes and options.

Choose and place one

  1. On the Fields step, select the person the field is for.
  2. Select the field type from the toolbar.
  3. Tap the page where it goes. It appears at a size that suits its type; drag its corner to change that.
  4. Decide whether it's Required. New fields are required, except checkboxes, which start optional so a signer can leave them unticked.

Good to know

  • A signer can't finish until every required field is filled in.
  • Once someone has drawn or typed their signature, the signing page offers it again for their other signature fields, so they don't redo it.
  • Fields are drawn onto the signed copy exactly where you placed them. The original PDF is never changed.

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