Standard Fields are customizable fields that can be added using Short Answer, Paragraph, Checkbox, and Radio Buttons.
Once in edit mode, select an assignee and drag and drop the needed fields into the document.
All fields are required by default
Editing Standard Fields
Once a field has been added to the document, click on the field once to edit the functionality of the field.
A sidebar will pop up on the right hand of the screen. You can turn the required off, change the assignment, remove the field, and add a placeholder to the field.
Signature Fields
Signature fields are predefined fields for ease of use in the document
Once in edit mode, select an assignee and drag and drop the needed fields into the document.
All fields are required by default
Editing Signature Fields
Once a field has been added to the document, click on the field once to edit the functionality of the field.
A sidebar will pop up on the right hand of the screen. You can turn the required off, change the assignment, or remove the field.
Smart Fields
Smart Fields are predefined fields created by your company admins
Once in edit mode, select an assignee and drag and drop the needed fields into the document.
All fields are required by default
Editing Signature Fields
Once a field has been added to the document, click on the field once to edit the functionality of the field.
A sidebar will pop up on the right hand of the screen. You can turn the required off, change the assignment, or remove the field.
