Field types
Signature, initials, date signed, name, email, company, title, text, number, checkbox, radio choice, dropdown and file upload.
Was this helpful?
Fields and forms
Signatures, dates, text, checkboxes, dropdowns and rules.
In this topicField typesMake a field required or optionalPrefill fields before sendingCheck what people typeShow a field only when neededAsk for an attachment
Make a field required or optional
Select the field and switch Required on or off. Signers cannot finish until every required field is filled.
Was this helpful?
Prefill fields before sending
Choose You, before sending as the person who fills it. The value is locked for signers if you also switch on Read-only.
Was this helpful?
Check what people type
For text fields, choose Must look like: email, phone number, number, or Canadian postal code. Signers see a clear message if it does not match.
Was this helpful?
Show a field only when needed
Switch on Show only if, then pick the field and value it depends on. For example, show Hours per week only when Employment type is Part-time.
Was this helpful?
Ask for an attachment
Add an Attachment field. The signer uploads a file or takes a photo. It goes to you with the record, not into the signed PDF unless you choose.
Was this helpful?