Articles in this section
Category / Section

How to allow signers to add form fields while signing?

Published:
2 mins read

In BoldSign, during the document creation process, you can allow signers to add form fields while signing the document by enabling the Allow Field Configuration option. When signing the document, signers will be able to add the necessary form fields onto the document and fill them out to successfully conclude the signing process.

Follow the steps below to allow signers to add form fields while signing:

  • Click on Create New, go to Create New Document and you will be directed to the Prepare document for signing page.
  • Add files on the Add files section and add Recipients.
  • Click on the Settings dropdown below the recipient field and enable the Allow Field Configuration option.

Allow field configuration option

  • Fill in all the other required fields and click Next to go to the configure fields page.
  • On the configure fields page, add the required fields if needed; otherwise, you can simply send the document without the fields.
  • When you click the send button, the following icon message appears, confirming that signers can add form fields while signing the document.

image.png

  • Now when the signer opens the document, the form fields will be displayed on the left side of the signing page.
  • The signer can drag and drop the required form fields onto the document and fill them out to complete the signing process.

Signing page

Was this article useful?
Like
Dislike
Help us improve this page
Please provide feedback or comments
Access denied
Access denied