Using document fields

 

Form fields 

You can use Form fields for any document information you want your users/third parties to fill, but also for intake forms, vendor requests, or sales requests.

Through Form fields, you can:

  • Add text or multi-option fields such as checkboxes and radio buttons
  • Define whether fields are optional or required
  • Assign who can fill out the field: someone from your company, an external party, etc.

 

 

Fields to be filled out will be highlighted in yellow. Once updated, they will turn green. 

To insert an editable field in a document:

  • Click on "Edit".
  • Then click on the "Form fields" button in the top left of the document page.
  • Then select the type of fields you would like to add:
    • Short answer
    • Paragraph
    • Radio buttons
    • Checkboxes

  • For each field, you can configure:

    • Whether the field is optional or required. Required means the signatures will be locked until the field is filled.
    • Who can fill the field

 

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

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 

 

 

 

 

Required fields (outdated feature)

Previously on Concord, we only offered "required fields", which are a version of Form fields with less functionality. Required fields work the same way as Short answers (one of the Form fields) but you cannot set them as optional. 

 

Can I still work with documents that contain the original Required fields?

  • Yes, documents with old Required fields are still usable

How do I convert the old Required fields in my document to Form fields?

  • Remove all the Required fields, Save and Refresh.
  • Once done, click Edit again and click “Form fields” in the toolbar to add new fields

I do not see the Form field dropdown menu, only Special fields:

  • Your document may contain old Required fields. Remove them, Save and Refresh to be able to insert new form fields



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