Send Needed Field Document For Free - Send Needed Document

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.

All recipients can see the contents, but cannot modify the values. For some field types, as the sender, you can complete the fields and mark them as read only for the recipients. The Read Only property locks a field from being changed by any recipient on the envelope.

Upload the fillable PDF form from your computer, email, or file-sharing site (like Box, Dropbox, Google Drive, or OneDrive) to your library. In the library, highlight the form and then choose Sign and Send. At the Apply Form Fields prompt, choose Apply, which allows you to edit the fields in the PDF.

When you enter the prepare view for your envelope, select the pencil icon on the left to access the Pre-fill Tools. Drag the pre-fill fields you want to use onto the document. See the pre-fill field types for details. Next, enter the values you want to use in the pre-fill fields.

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.

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.

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.