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How to add form fields for each signer?

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1 min read

In BoldSign, you have the flexibility to incorporate a wide range of form fields into your documents, simplifying the process for signers to provide essential information and electronic signatures. Additionally, when adding multiple signers, you can seamlessly map form fields to each signer individually.

Follow the steps below to add form fields for each signer:

  • Click on Create New, go to Create New Document and you will be directed to the Prepare Document page.
  • On the prepare document page, add a file on the Add files section, Add recipients, and all other required fields.
  • Click Next to go to the Configure fields page.
  • On the left side of the configure fields page, you will see a list of fields.
  • Select a recipient from the recipients drop-down and then drag and drop the required form field onto the document.
  • When you drag and drop a form field to the document, the field settings page opens on the right side of the page. This allows you to customize your fields based on your needs and preferences.
  • Similarly, you can select other recipients and add form fields to them.
  • Click on the Preview button to ensure the recipient details and send the document for signature.

Configure fields page

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