Assign Recommended Field Document For Free

Inserting and Assigning Fields Open a document. Click on Edit Template or Manage Fields . Select a field type from the column on the left side. Click on your document to insert a field. Assign the field to a Role or person.

Required Field - specifies whether the field is required or optional; required fields must be completed by the recipient to finish the signing process. Only these fields have this property: Signature, Initial, Company, Title, Text, Radio Button, Dropdown, and Attachment.

Start an envelope as usual, adding documents, recipients, and messages. In the Add Fields view, click one of the field types listed above and place it onto the document. In the properties panel, uncheck the Required Field property. The field is now optional and signers can choose whether or not to complete it.

How do you add an electronic signature to a PDF? Register for a free trial. Sign in to your account. Select ?Sign a document now? to upload the PDF document. Drag and drop your signature. Sign and click FINISH and the PDF is automatically returned to the sender.

Go to My Preferences > Signing and Sending > Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the field.

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings. These settings are documented in this administrator help guide.

Any configuration of checkboxes can be set as required or optional. For checkbox groups that require a minimum number of selections, or for documents where the recipient must mark a checkbox to indicate explicit agreement, this requirement can be enforced with a validation rule.