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How to add a dropdown field to the document?

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The dropdown form field is useful when the signer wants to select a value from the list of available options. You can add the dropdown field while creating the document, and multiple dropdown fields can be added to a single document.

Follow the steps below to add a dropdown field to the document:

  • Click the Create New button from the dashboard and select the Create New Document option.
  • Fill in all the required fields on the prepare document page and click Next to move to the form fields page.
  • Select the Dropdown field from the form fields section, then drag and drop it to the desired location in the document.
  • The dropdown settings will open on the right side of the page.
  • Enter a value in the Dropdown options field. The value added here will be displayed when signers click the dropdown.
  • Use the Add value option to add more values. The value entered in one field cannot be repeated.
  • 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, you can specify a value that will be selected by default to the signers.
  • Hint text is optional. If you add a hint text, it will be displayed as a hint in the dropdown 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.
  • You can also change the font style of the dropdown value in the Font section.
  • Once all the fields have been filled in, click the Send button.

dropdown-field.gif

  • Now, the signer can select a value from the dropdown field while signing the document.
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