Who fills in each field
Some fields are yours to complete before sending, not the signer’s.
In the field editor’s Field owner selector, choose the sender option for information the sender supplies.
Add Text, Full name, Signed date or Checkbox fields as appropriate, and give each sender field a clear label.
When using the template, complete the sender fields before sending. Required sender values must be supplied.
123The send screen, with the recipient's name and email, how they sign, the language, the option to require an access code, the agreement name, message, expiry and reminders. Screenshots use a demonstration workspace. - 1Enter the real recipient for this reusable signer role.
- 2Add a separate signing access code if needed.
- 3Review expiry and reminder settings before sending.
You should see
Recipients can read the supplied values; the sender values are included in the agreement they are asked to sign.
If it did not work
A value that should be entered by a signer belongs to that signer role. Change its owner in the field editor and review again.