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How to customize form fields appearance and behaviour while sending documents?

Mon, 19 July, 2021

Form Fields can be added to the document before sending it for signing. The form fields are added as per requirement. Form fields are mostly input elements using which the sender gets input from the recipient. It also includes other elements such as Name, Email, Label which is used for adding information to the document.

Form Fields

Form Field Use
Signature The signature form field when added requests for the signer’s signature.
Initials The Initials form field when added requests for the signer’s Initials.
Textbox The Textbox form field when added gets input from the signer.
Date Signed The Date Signed form field when added record the date in which the signer completes signing.
Check Box The Check Box form field when added allows user to select more than one items in the list.
Radio Button The Radio Button form field when added allows user to select one option from two or more options.
Name The Name form field when added to the document adds name of the recipient.
Email The Email form field when added to the document adds Email ID of the recipient.
Label The Label form field when added to the document allows to add a label as a part of the document before sending it.

Form fields Properties:

  1. Signature:
  • The signature settings section can be seen on the right-side of the page.

Signature Settings Pointed

  • You can change the recipient to whom the signature field is assigned to using the ‘Assign to’ drop-down.

Signature Settings

  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Signature field.

Signature Settings

  1. Initials:
  • The Initials settings section can be seen on the right-side of the page.

Initial Settings Pointed

  • You can change the recipient to whom the Initials field is assigned to using the ‘Assign to’ drop-down.

Initial Settings

  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Initials field.

Initial Settings

  1. Textbox:
  • The Textbox settings section can be seen on the right-side of the page.

Textbox Settings Pointed

  • You can change the recipient to whom the Textbox field is assigned to using the ‘Assign to’ drop-down.

Assign To Pointed

  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Textbox field.

Required Pointed

  • You can add a hint text that will appear in the textbox as a hint/placeholder, before the recipient starts typing at the time of signing.

Hint Text Pointed

  • You can select the font of the textbox from the drop down with options such as Helvetica, Courier, Times New Roman.

Font Drop Down

  • You can add specifications to the text in textbox such as bold, italic, underline and can select the font size, line height.

Font Section

  • You can select font colour for the text in textbox from one of the available colours or from the colour picker.

Font Color

Textbox Color Picker

  • You can also include input validation to the textbox. The Textbox gets input from the recipient and the validation option is available in bottom right corner in the textbox settings.

Validation Pointed

  • By selecting one of the input validations available, the sender restricts the input that can be entered in the textbox field.

Validation Expanded

  • Only Numbers- If ‘only numbers’ validation is selected the recipient can only enter numbers. This validation can be used for phone number, verification number, and so on. If anything, other than numbers is typed as input, the input is not accepted and shown as invalid.

Only Numbers

Number Validation Example

Only Numbers Invalid Message

  • Regex- If regex validation is selected the user can use customised condition for the input in the textbox field. The sender needs to add regex value which is checked for as a pattern in the input and is validated. If anything, without the regex value is typed as input, the input is not accepted and shown as invalid. The input should include the regex value as part of it.

Regex

Regex Validation Example

Regex Invalid Message

  • Currency- The currency validation is selected by user to get currency input from recipient. The accepted forms of input include- ‘$’ symbol followed by number with two decimal digits or number with two decimal digits or just number. Any other input is not accepted and shown as invalid.

Currency

Currency Symbol Example

Currency Decimal Example

Currency Number Example

Currency Invalid Message

  • Email- The Email validation is selected by user to get Email ID input from recipient. The allowed format should have a ‘@’ followed by domain name. If the input typed doesn’t follow the format, the input is not accepted and shown as invalid.

Email Validation Option

Email Validation Example

Email Invalid Message

  • If there is no validation needed, then you can select 'None' which is the default validation for the textbox. Now textbox can get any input from the receiver.

Validation None

  1. Date Signed:
  • The Date Format settings section can be seen on the right-side of the page.

Date Format Settings Pointed

  • You can change the recipient to whom the Date Signed field is assigned to using the ‘Assign to’ drop-down.

Assign To Pointed Date Format

  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Date Signed field.

Required Pointed Date Format

  • You can select the date format from the drop-down.

Date Format Dropdown

  • You can select the font of the date from the drop-down with options such as Helvetica, Courier, Times New Roman.

Font Date Format

  • You can add specifications to the font in Date Signed field such as bold, italic, underline and can select the font size, line height.

Font Section

  • You can select font colour for the date from the available colours or from the colour picker.

Font Color

Color Picker Date Format

  • The date is autofilled while signing and the recipient can't edit this field.
  1. Checkbox :
  • The Checkbox settings section can be seen on the right-side of the page.
  • You can change the recipient to whom the Checkbox field is assigned to using the ‘Assign to’ drop-down.
  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Checkbox field.
  • You can also modify the size of the checkbox.

Checkbox Settings

  1. Radio button:
  • The Radio button settings section can be seen on the right-side of the page.
  • You can change the recipient to whom the Radio button field is assigned to using the ‘Assign to’ drop-down.
  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Radio button field.
  • You can also modify the number of radio buttons and the size of the Radio button.

Radio Button Settings

  1. Name:
  • The Name button settings section can be seen on the right-side of the page.
  • You can change the recipient to whom the Name field is assigned to using the ‘Assign to’ drop-down. It adds the name of the recipient.

Name Settings Assign To Pointed

  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Name field.
  • You can also enable the read only option by checking the checkbox, so the signer can’t edit the name field.

Read Only Namefield

  • The name field is autofilled while siging and the name can be edited by the signer. But if the read only option is enabled the name can't be edited.

Editable Name Example

Edited Name Example

  • You can select the font of the Name from the drop-down with options such as Helvetica, Courier, Times New Roman.

Font Drop Down

  • You can add specifications to the font in Name field such as bold, italic, underline and can select the font size, line height.

Font Section

  • You can select font color from one of the available colours or from the colour picker.

Font Color

Color Picker Name Settings

  1. Email:
  • The Email form field is autofilled and can't be edited by recipient while signing.
  • The Email settings section can be seen on the right-side of the page.
  • You can change the recipient to whom the Email field is assigned to using the ‘Assign to’ drop-down. It adds the email of the recipient.

Email Settings Assign To Pointed

  • You can enable ‘Required’ checkbox to make sure the recipient can’t skip the Email field.

Email Required

  • You can select the font of the Email field from the drop down with options such as Helvetica, Courier, Times New Roman.

Font Drop Down

  • You can add specifications to the font in Email field such as bold, italic, underline and can select the font size, line height.

Font Section

  • You can select font colour for the text of Email from one of the available colours or from the colour picker.

Font Color

Email Font Color Picker

  1. Label:
  • The label field settings can be seen on the right-side of the page.
  • You can add the label content directly to the label or the value section of the ‘Label field settings’.

Label Settings

  • You can select the font of the Label from the drop down with options such as Helvetica, Courier, Times New Roman.

Font Drop Down

  • You can add specifications to the font in Label field such as bold, italic, underline and can select the font size, line height.

Font Section

  • You can select font colour for the text in Label from one of the available colours or from the colour picker.

Font Color

Label Font Color Picker

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