Help Centre  ›  eSignature Requests  ›  Place signing fields

Place signing fields

Assign signature, initials, date and text fields to the correct signer.

Tip: use keywords like account, business, subscription, users, roles.

Place signing fields

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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