Advanced Features When Assigning Fields to a Document
Once you understand the basics of dragging and dropping fields onto your document, you can turn your attention to a few other features and tips that will help you customize the fields you've assigned even more.
Remember: As you are placing fields on your document, you can use keyboard functions to tab into and out of fields, hit enter to interact with them, escape to exit, and use arrows to reposition fields:
The "Suggest Fields" Feature
On the left side of your document, above the "DATA ENTRY/SIGNATURES" boxes, you'll see a button to "Suggest Fields," which when enabled, will detect any blank lines in the document and help you align the field boxes on those lines:
If you turn off the "Suggest Fields" feature, you'll be able to customize exactly where you'd like to place the field boxes. For instance, if you'd like to place two field boxes on one line, you will need to turn off the "Suggest Fields" feature because enabling it will prevent you from putting more than one field box on a single line:
Resizing the Font and Length of Field Boxes
Another useful feature with the field boxes is the ability to resize the font or the length of a field by dragging the corners of the field to the desired size/length:
For text fields, the size of the font and the field itself can only be enlarged to a certain extent. However, if someone wants to make the text field continue onto the next line, they just need to hit "enter" and the field will grow automatically:
Take note that if you resize a field to a certain size, it will remain that size the next time you select it unless you change it by dragging the corners of the field again.
Using the "Advanced" Features of a Field
Within the text and date field boxes is an "Advanced" option:
Using the "Advanced" feature with text fields, you will have the option to add a "label" or change the text that the recipient sees when they click to fill out the field. For instance, instead of keeping"text" you could enter instructions like, "Type Here":
With the date fields, clicking on the "Advanced" button will give you the option to change the date format, depending on what works best for you:
For contracts that require a time stamp as well as a date, you can select this date/time format in the Advanced -> Date Format setting:
You can also update the date format for all of your documents under Settings -> Account.
Lock Signing Date
Date fields have an option that locks and automatically completes them with the signing date. To enable this option, turn on the "Lock Signing Date" feature in the date field:
With this enabled, the date field will automatically populate when your recipient/s begin signing their document.
Finally, you can choose to make fields required or not required by clicking on the "yes" or "no" button below the recipient's name: