Add fields

Before you start
You will need to have added a document to the portal and at least one signer.

Now you can add the following fields to your document:

  • Signature
  • Initials
  • Date signed
  • Text - the size of this field can be adjusted.
  • Checkbox
  • Radio group
  • Attachments including images

You simply drag the fields on the right hand side to the document on the left hand side.

Add fields

Add fields

To remove a field just click on the field on the document and a press the BIN icon.

When you are done placing the fields press NEXT.

Text field

You can re-size your text field options. Simply drag out each text field.

Add text fields

Add text fields

If you would like to add pretext field please select the small box:

Edit text field

Edit text field

This will open the right hand side menu.

Here you can:

  • Decide if the field should be mandatory.
  • Give the field a name (this is used for conditional logic)
  • Change the pre-filled text
  • Enable editting
  • Create rules.
Edit text field > Options

Edit text field > Options

Conditional logic

Conditional logic allows you to specify that certain conditions must be met, before triggering an action. The available actions are show or hide, the trigger for these actions is defined within rules.

  • Once you have added your text field, press Create Rule.

You will see the following screen:

Conditional logic

Conditional logic

Here you can create your own rules for the signer.

Video explainer

Witness fields

If you have added a witness please ensure you add the fields you want the witness to complete too:

Add fields to a witness

Add fields to a witness

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