Fields are the places where each person signs, dates or fills something in. You place them on the Fields step of the editor. It works the same with a mouse or a finger.
Place a field
- Open the document in the editor and go to Fields (select Next on the Recipients step, or select Fields at the top).
- In the toolbar, select the person the field is for. Each person has their own colour.
- Select a field type: Signature, Initials, Name, Date, Email, Text or Checkbox. The hint under the toolbar changes to Now tap the page where the field should go.
- Tap or click the page at that spot. The field appears there, in that person's colour.
- Repeat for every field. Scroll down to reach later pages.
Adjust a field
- Move it: drag the field.
- Resize it: drag the small square in its bottom-right corner.
- Make it optional or required: select the field, then tick or untick Required in the toolbar. Required fields show a *.
- Remove it: select the field, then select Remove. On a computer you can also press Delete.
- Select Done in the toolbar to deselect the field.
When every signer has at least one field, select Next to review and send.
Good to know
- Changed your mind about a field type? Select the same type again to cancel before tapping the page.
- Tapping a field you've already placed selects it rather than placing a new one.
- If tapping the page places nothing, see A field won't place on the page.