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

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 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 sender to add a label as a part of the document before sending it.
Attachment	The Attachment form field when added to the document allows the signer to add an attachment.
Image	The image form field allows the user to add an image as a part of the document.
Editable date	The editable date form field allows user to input date.

Form fields Properties:

1. Signature:

• The Signature settings section can be seen on the right side of the page.

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

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

2. Initials:

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

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

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

3. Textbox:

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

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

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

• 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.

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

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

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

• You can also include input validation to the textbox. The validation option of textbox helps you validate the input from the recipient. The validation option is available in bottom right corner in the textbox settings.

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

• Only Numbers - If only numbers validation is selected the recipient can only add numbers. This validation can be used for inputs like 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.

Note: If anything, other than numbers is typed as input, the input is not accepted and shown as invalid.

• Regex - If Regex validation is selected the user can use customized condition for the input in the textbox field.

• The sender needs to add a regex value which is checked for as a pattern in the input and is validated. The input should include the regex value as part of it.
• The user should also add a description about this regex value to instruct the users.

Note: If anything without the regex value, is typed as input, the input is not accepted and shown as invalid.

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

Note: If any input that doesn’t follow the accepted format, following error is shown.

• Email - The Email validation is selected by user to get Email ID input from recipient. The allowed format of inpput should have a ‘@’ followed by domain name.

Note: If the input typed doesn’t follow the format, the input is not accepted and shown as invalid.

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

Note: None is the default validation for the textbox.

4. Date Signed:

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

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

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

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

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

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

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

Note: The date is autofilled while signing and the recipient can’t edit this field.

5. 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 Assigned 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 using the Size option.

6. 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 Assigned 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.

7. 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 Assigned to drop-down. It adds the name of the recipient.

• You can enable Required checkbox to make sure the recipient can’t skip the Name field.
• The name field is autofilled and can be edited by the signer.

• You can also enable the Read Only option by checking the checkbox, so the signer can’t edit the name field.

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

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

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

8. Email:

• 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 Assigned to drop-down. It adds the email of the recipient.

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

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

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

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

Note: The Email form field is autofilled and can’t be edited by recipient while signing.

9. 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 by double-clicking it or the Value section.

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

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

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

10. Attachment:

• The Attachment field settings can be seen on the right-side of the page.
• You can change the recipient to whom the Attachment field is assigned to using the Assigned to drop-down.

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

• You can add details about the Attachment field, such as Attachment title which is displayed on the form field, instruction to help the users.

• You can also add the accepted type of files in the Accept only section by checking the types.
• You can uncheck the type of file you don’t want. But you should have checked at least one file type.

• Double click the Attachment field. The Upload Attachment dialog box opens up and shows the attachment title and instructions added.

• Click the Browse file button. The file explorer opens up and shows the files in your PC with the supported file types. You can also drag and drop the required file.

• You can’t add files with unsupported format.

• If you want to add an alternate file, click the delete button to remove the file. Once you have added the required file click the Done button.

• The sender can download the attachment from the overview page of the document. Click More actions -> Download attachment option.

• The attachment(s) is downloaded as a zip file with separate folders with each recipient’s names which contains the respective attachments files.

11. Image

• The Image field settings can be seen on the right-side of the page.
• You can change the recipient to whom the Image field is assigned to using the Assigned to drop-down.

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

• You can add details about the Image field, such as Image title which is displayed on the form field, instruction to help the users.

• You can also add the accepted type of files in the Accept only section by checking the types.
• You can uncheck the type of image you don’t want. But you should have checked at least one image type.

• Double click the Image field. The Image dialog box opens up and shows the Image title and instructions added.

• Click the Browse file button. The file explorer opens up and shows the files in your PC with the supported image types. You can also drag and drop the required image.
• After adding the image of your choice, you can make edits to it before clicking Save button.

• You can see that zoom icon selected. In order to zoom in move the glider below. In order to rotate the image, select the rotate icon and move the glider.

• You can click the crop icon and crop the image above the image. You can click the Pan icon to move the image within the available frame.

• After doing your required edits, click the Save button.
• Your image will be attached as a part of the document.

12. Editable Date:

• The Editable date settings can be seen on the right-side of the page.
• You can change the recipient to whom the Editable date field is assigned to using the Assigned to drop-down.

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

• You can select the range within which the signer can input date using Date Range option. Click the calendar button at the end of Date Range option to expand the select range option.

• You can see that there is option to select the Start Date and End Date of the date range.
• You can select the month and year by using the arrow keys available.

• After selecting the respective month and year, you can select the start date and end date.

• After selecting the required date range click Apply button and you can see the selected range in the Editable date settings.

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

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

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

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

Note: If no date range is selected, the user can select date of their choice.