Using required fields

 

 

Required fields help to highlight what required information needed on the document. You can choose what information is editable by your users/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. 

Screen_Shot_2018-09-05_at_3.16.01_PM.png

All required fields must be filled out before the contract can be signed. You can see how many fields are required by looking at the right side of the summary page

Screen_Shot_2018-09-05_at_3.13.12_PM.png 

 



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