Place fields

Marking where people sign, and what else they have to fill in.

  1. Open the template and go to the field editor.

    The field editor, showing the document with a name, signature and date field placed on it.
    The field editor, showing the document with a name, signature and date field placed on it.
  2. Choose a field type and drag it onto the page where it belongs. A signature field is required for every signer.

  3. Drag its corner to resize it. A signature field wants to be about the width of a signature line.

  4. Assign each field to a role, so the right person is asked for it.

  5. Mark a field required if the document cannot be completed without it. A signer cannot finish while a required field is empty.

You should see

Every signer role has at least one signature field, and the review screen shows no warnings.

If it did not work

You cannot publish. Check every signer role has a signature field — that is the only hard requirement.

A field is on the wrong page. Scroll to the right page in the editor before dragging; a field belongs to the page it is dropped on.