Insert required fields

When using required fields you can control the content editable by third parties. 

Required fields to be filled out will be highlighted in yellow. Once updated, they will convert to green. 

To insert an editable field in a template, automated template, or draft:

  • Click on "Edit".
  • Then click on the "Special fields" button in the top left of the document page.
  • Then click "Required fields"
  • Insert the desired field name (such as address, name, company name, etc.) in the popup.  Click "Ok".

 

Alternatively, you can highlight areas you wish to make editable and click on "Required Field"

Note: please ensure that third parties are given limited editing rights only when sharing the contract. This will allow third parties to fill the required fields, but not edit the contract. 

All required fields must be filled out before the contract can be signed. 



Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk