How to customize tab navigation for form fields

In BoldSign, by default, the Tab key navigates through form fields from the top-left to the bottom-right based on their alignment. However, you can customize the tab navigation order for each form field during the document creation process. These tab navigation settings will apply to the signer during the signing process.

Follow the steps below to customize tab navigation for form fields:

• Click on Create New and select the Create New Document option.
• You will be directed to the Prepare document for signing page. Add files on the Add file(s) section then add recipients.

• Fill in any other required fields and click the Next button to go to the Configure Fields page.
• On the configure fields page, drag and drop the required form fields to your desired location within the document. When you drag and drop a form field onto the document, the form field settings will appear on the right side of the screen. Here, you can customize the properties of the form field based on your requirements.
• To set the tab index, specify the tab index for each form field. For example, when you specify the numbers 1,2,3,4,5,6,7 etc. the Tab key will navigate through the fields in ascending order. If the signer presses Shift + Tab, the navigation will reverse, moving through the fields in descending order.
• The tab index for each field will be visible on the document during preparation.

• The default value for a tab index is 0. Fields without a set tab index will be navigated in the default order from top-left to bottom-right.
• Fields with a tab index value will be focused first when using the Tab key. Once those are completed, the Tab key will navigate through fields without a tab index based on their alignment.
• You can assign the same tab index to multiple fields. In this case, the navigation order will follow the top-left to bottom-right alignment for those fields.
• To exclude a form field from the tab navigation, set its tab index to -1.
• When done, click the Send button to send the document for signature.
• Now, when the signer fills out the document, they will navigate through the form fields using the Tab key based on the tab index settings you have configured.

We have also published a video tutorial on this topic. Check out the video below: