Place signing fields
Prepare, Preview & Send eSignature Requests Updated: 04 Sep 2026 Tags: fields, signature, initials, date, designer
Place signing fields
Open the field designer
In step 4. Place Fields, select a document and recipient, then add the required field type. Available fields may include signature, initials, signing date, name, text and checkbox fields.
Drag each field to the correct position and resize it where the designer permits. Every signing field must be assigned to the intended signer. Change the selected recipient before placing fields for another person.
Good practice
- Place fields inside the visible page boundary and away from existing wording.
- Use required fields only where a response is genuinely necessary.
- Check fields on every document and page.
- Remove duplicates and fields assigned to the wrong signer.
- Save before leaving the designer.
Use Preview next; field placement in the designer should not be treated as final until the recipient preview has been checked.
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