What are the form fields available in BoldSign?

BoldSign provides a variety of customizable form fields to gather necessary information from signers and provide details to them. These form fields can be easily dragged and dropped anywhere in the document, allowing you to customize their settings based on your specific requirements.

Follow the below steps to add the form fields to the document:

• On the Dashboard page, click the Create New button and select the Create New Document option.
• Fill in all the required fields and click the Next button.
• You will be navigated to the Configure fields page.
• Now, you can drag and drop any required field to the desired location in the document.

The following are the available form fields in BoldSign:

• Signature
• Initials
• Textbox
• Date signed
• Checkbox
• Radio
• Name
• Email
• Title
• Company
• Editable Date
• Image
• Dropdown
• Attachment
• Label
• Hyperlink

Signature

The Signature form field is used to get the signature from the signer.

Signer can use any one of the following three methods to add the signature:

• Choose a signature from the auto-generated style
• Draw the signature using a mouse or stylus
• Upload a pre-existing signature image

Furthermore, in the signature field, when a signer signs the document for the first time, they will be prompted to choose their signature style. Once the signature style is selected, it will be stored and applied automatically with a single click for subsequent signatures. However, if needed, signers have the option to change their signature style at any time.

Initial

Similar to the Signature field, the Initial field allows user to add their initials to the document in a designated space.

Textbox

A Textbox field allows the signer to input text into the document. This is useful for collecting information from the signer, such as their name, address, or other relevant details.

• In the Textbox settings, enter the default text to the Default Text field, which will be automatically selected for signers by default.
• Adding a Hint text field is optional. If you add a hint text, it will be displayed as a hint in the textbox field before signers select a value.
• If you add both default value and hint text, only the default value will be displayed to the signers.
• Customize the fonts in the font section as per your requirements. Additionally, you have the option to set the alignment so that the text entered by signers will be aligned accordingly.
• In the Validation field, you will find a list of options: Only Numbers, Regex, Currency, Email, and None. From this list, you can select the appropriate option based on your requirements. The chosen option will determine the type of text that signers can enter in the field.

Date Signed

The Date Signed field captures the current date when the signer signs the document electronically. The value will be filled automatically, and it cannot be modified. You can set the Date format and Font fields as per your requirement in the respective fields.

Checkbox

A Checkbox field allows the signer to select one or more options from a list of options.

• By default, the Required field is enabled. If needed, you can enable the Read Only and Checked by default fields based on your requirements.
• Multiple checkboxes can be added to a document, and you can synchronize them using the Data Sync Tag field.
• Furthermore, you have the flexibility to adjust the size of the checkboxes to suit your specific needs.
• Additionally, you can apply conditional logic in the Conditional logic field to control the visibility of certain fields, making them appear only when a specific condition is satisfied.

Radio

A Radio button field allows the signer to select only one option from a list of options.

• In the Radio button settings section, enter the available options in the Radio Button Values field. To add more options, click the Add Radio button.
• If needed, you can choose one of the options as the default selection in the Radio Button Values field. This option will be automatically checked when signers open the document.
• Similar to the Checkbox form field, conditional logic can be applied for Radio buttons too.

Name

When you drag the Name field into your document, it will be pre-filled with the respective signer’s name by default. However, signers have the option to modify the pre-filled name while signing the document. In the “Name settings” section, you can customize the Font Size, Line Height, Text Color, and more according to your requirements.

Email

When adding this field, the signer’s email address is automatically filled in by default. This field can be used to collect the signer’s contact information, which can be used for future communication.

Title

A Title field allows the signer to enter their job title or position. If the signer has already updated their job title on their My Profile page, it will be automatically filled in while signing the document. If not, then they need to mention their job title in the field manually.

Company

A Company field requires the signer to enter their company name. It will be pre-filled with the company name if they provided it when creating the BoldSign account. If not, then they must enter their company name manually in the Company field. Refer how to add the company form field article for more details.

Editable date

An Editable date field allows the signer to enter a date using a date picker or by typing it in manually. This field can be used to collect specific dates from the signer, such as a start or end date. The sender can also specify a date range so that the signer can select the date within that range. If you didn’t specify the date range, then the signer can select any date from the calendar.

• In the Editable settings, customize the Date format as per your requirement.
• The sender can add the default date in the Default Date field, which will be displayed to the signer as a pre-filled value.

Refer to this article to know more about the editable date field: How to add an editable date field to the document.

Image

An Image field allows the signer to upload an image. This field can be used to collect a scanned copy of their signature or a supporting document.

• In the Image settings, you can specify the Image Title and restrict image types to JPG or JPEG, SVG, PNG, and BMP in the Accept only field.
• Then, the Instruction field is optional. If provided, the instructions will be displayed to signers when they upload the image.

For further information, refer to this article: How to request images from signers.

Dropdown

A Dropdown field displays a list of options when clicked. The signer can select one option from the list.

• To set up a dropdown field, you need to enter the values in the Dropdown options field. You can also add multiple values by clicking the Add Value button. The values entered here will be displayed in the dropdown field when signers click on it.
• The added values can be reordered using the drag handle near the value field. The dropdown list values will be displayed in the specified order. To remove a value, click the Minus icon in the value field.
• In the Default DropDown Option field, you can choose the default value to be pre-selected in the dropdown field.
• Other customization options are the same as explained in the other fields. For further information, refer to this article: How to add a dropdown field to the document.

Attachment

An Attachment field allows the signer to upload a file. This field can be used to collect additional information from the signer, such as a resume or other supporting documentation. In the Attachment settings, you can specify the Attachment title and restrict file types to PDF, Document (.docx), and Image (.jpg, .jpeg, and .png) in the Accept only field. Refer how to request attachment from signers article for more details.

Label

A Label field provides additional information or instructions to the signer. This field is useful when the signer needs additional context or guidance when filling out the form. In the Label settings, enter the value to be displayed in the Value field. The entered values can be aligned to the left, right, or center. The alignment you select will determine how it is displayed while signing the document.

Hyperlink

A Hyperlink field allows the signer to click on a link that takes them to a specific webpage or document. This is useful for providing additional information or resources related to the document being signed. In the Hyperlink settings section, you need to specify the Text to Display and the Hyperlink URL in the respective fields. For more details, refer to this article: How to add hyperlinks to a document.