Fields are used to collect specific information and signatures from those participating on a document. Fields can be inserted directly into the document itself and filled by participants without giving those participants editing rights.
Who can fill fields?
Fields can be filled by document participants with Limited Editor and Editor access rights. Participants with Viewer access rights cannot fill fields. (How to change access rights).
Field types
| Field type | Description | Who can be assigned to this field? |
| Signer Fields | Fields associated with a signature on a document. | Only configured signers can fill these fields. |
| Standard Fields |
Customizable fields including short answers, paragraphs, radio buttons, and checkboxes. The Placeholder text for Standard fields can be modified. |
Anyone Any internal user Any external guests Individual internal users Teams Signers |
| Smart Fields |
Pre-configure fields at the company level, made available to users by admins. More about Smart Fields. |
Anyone Any internal user Any external guests Individual internal users Teams Signers |
More about Field Types
Adding Fields to the document
- As an Editor, click the Edit button on the document page.
- The Fields panel should open automatically along right-hand side of the page.
- Before adding a field to the document, select an assignee in the FILLABLE BY input.
- Assignees include:
- External Guest: Any third party invited to the document can complete the field
- Internal User: Any internal user invited to the document can complete the field
- Anyone: Any user invited to the document can complete the field
- Signers: Individuals who have been configured as a signatory can complete the field
- Internal participants on the document: internal users who created or have been invited to the document can complete the field
- Once an assignee is selected, the fields will become enabled
- Once a field is assigned to a specific individual, that assignee will become color-coded and allotted a color. Editors can identify field assignment in edit mode by the color of a user's avatar at the top of the document.
Dragging a Field into the document
- Select the field you would like to insert and hold and drag it into the document.
- The position of the text cursor will indicate where the field will be inserted.
- Fields can be inserted in amongst document text and in table cells.
- Fields will adopt the styling of the surrounding text.
- Editors can select, copy, and paste fields within the document to duplicate them.
Edit a Field
- As an Editor, click the Edit button on the document page.
- To edit an existing field, such as modifying its placeholder text (Standard fields only), changing the assignee, or changing whether its optional or required, click the field in the document and edit information in the Field details panel on the right-hand side.
- Remove field: Select Remove Field.
- Make the field required: Toggle the Required field option ON. The toggle will appear blue to indicate it has become a required field.
- Save changes: Either click the blue checkbox in the Field details panel after making changes or move focus away from the field in the document.
Required Field Count
In the Document Progress Card, the Fields step will display a count indicating how many required fields can be filled by the participant viewing the document. This will include fields assigned directly to the participant and any fields assigned to them via a group assignation, such as Anyone, Any internal user, Any external guests, or a Team in which they are a member.
This count will update as fields are edited when an Editor saves a new version.