What form fields and properties are available in BoldSign?

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BoldSign provides a variety of customizable form fields to gather necessary information from signers and provide details to them. These form fields allow you to customize their settings based on your specific requirements. Each form field comes with a set of properties that can be adjusted to fit the needs of your document, ensuring a seamless signing experience for all parties involved.

The following form fields and their properties are available in BoldSign:

Signature Field

The Signature field allows the signer to place their electronic signature on the document. It’s essential for legally binding agreements, contracts, or any document requiring a signature.

Property	Description
ID	A unique identifier for this signature field.
Position	The location on the document where the signature field is placed.
Tab Index	The order in which the user navigates to this field using the ‘Tab’ key.
Required	Whether the field must be filled in by the signer (Yes/No).
Validation	Ensures that the signer actually signs the field.
Conditional Logic	Allows the field to appear or disappear based on other conditions.
Additional Settings	Adjust the style of the signature (e.g., stroke color or thickness).

Initials Field

This field allows the signer to enter their initials, often used for quick acknowledgment of specific sections or clauses of a document.

Property	Description
ID	A unique identifier for this initials field.
Position	The location on the document where the initials field is placed.
Tab Index	The order in which the user can tab through to this field
Required	Whether entering initials is mandatory (Yes/No).
Validation	Ensures that the signer’s initials are entered.
Conditional Logic	Determines when to show or hide this field.
Additional Settings	Style options like color or font size.

Textbox Field

A Textbox field allows the signer to enter free-form text, such as a name, address, or any other information that needs to be filled in.

Property	Description
ID	A unique identifier for the textbox field.
Position	The location where the textbox is placed on the document.
Tab Index	The order of tab navigation for the signer.
Auto Positioning	Determines whether the field moves automatically to fit the layout.
Font Color	The color of the text inside the textbox.
Font Family	The style of the text (e.g., Arial, Times New Roman).
Alignment	Whether the text is left, center, or right-aligned.
Line Height	Controls the spacing between lines of text.
Fixed Width	Prevents the textbox from being resized.
Default Text	Placeholder text to show before user input (e.g., “Enter your name”).
Hint Text	A subtle suggestion on how to fill out the field.
Required	Whether this field must be filled (Yes/No).
Read-only	If the field is locked and cannot be edited by the signer.
Validation	Rules for the text, such as character limits or type (e.g., only numbers).
Conditional Logic	Determines when the field should be shown or hidden.

Date Signed Field

The Date Signed field automatically captures the date when the document is signed. This is useful for tracking when agreements are finalized.

Property	Description
ID	A unique identifier for the Date Signed field.
Date Format	The format in which the date is displayed (e.g., MM/DD/YYYY).
Time Format	Optional setting to include the time the document was signed.
Font Formatting	Adjusts the font style of the date.
Tab Index	The order in which the user navigates to this field.
Auto Positioning	Whether the date field automatically positions itself on the document.
Required	Yes (this field will always be auto-filled with the current date).
Read-only	Yes, the field is filled automatically and cannot be edited.
Validation	The date is auto-filled, so no further validation is necessary.
Conditional Logic	Not applicable, as the date is auto-generated.
Additional Settings	The date format can be customized.

Checkbox Field

Checkbox fields allow the signer to check a box to indicate agreement or acknowledgment. This is commonly used for confirming terms and conditions.

Property	Description
ID	A unique identifier for the checkbox field.
Tab Index	The order in which the user navigates to this field.
Required	Whether the checkbox must be checked (Yes/No).
Size	The size of the checkbox (e.g., small, medium, large).
Checkbox Name	A name for the checkbox, often used for grouping checkboxes.
Data Sync	Whether the checkbox data should sync with other fields or systems.
Conditional Logic	Supports showing or hiding other fields based on the signer’s selection from their option.
Additional Settings	Default selection (checked/unchecked).

Radio Button Field

Radio buttons let the signer select one option from a predefined list of choices. They are used when only one option can be selected.

Property	Description
ID/Group Name	A unique identifier or group name for the radio buttons.
Position	The location where the radio buttons are placed.
Tab Index	The order in which the user can tab to this field.
Required	Whether the signer must select an option (Yes/No).
Size	The size of the radio buttons.
Conditional Logic	Supports showing or hiding other fields based on the signer’s selection from the Radio button options.
Additional Settings	Options for how the buttons behave (e.g., mutual exclusivity).

Name Field

The Name field captures the signer’s name and can be pre-filled with data if necessary. This field is often used for basic personal information.

Property	Description
ID	A unique identifier for the name field.
Position	The location where the name field is placed.
Tab Index	The order in which the user navigates to this field.
Auto Positioning	Whether the field auto-positions based on layout.
Required	Whether the field must be filled out (Yes/No).
Read-only	Whether the field is editable or locked (Yes/No).
Font Formatting	Adjust the style of the name field (e.g., bold, italic).
Validation	Auto-population or manual entry validation.
Conditional Logic	Shows or hides based on other conditions.

Email Field

The Email field captures the signer’s email address, which is vital for communication during the signing process.

Property	Description
ID	A unique identifier for the email field.
Position	The location where the email field is placed.
Tab Index	The order in which the user navigates to this field.
Required	Whether the field must be filled out (Yes/No).
Read-only	Whether the field is editable (Yes/No).
Validation	Ensures the value entered is a valid email address.
Conditional Logic	Determines if the field should be displayed based on other input.
Additional Settings	Allows for email format validation.

Attachment Field

This field allows the signer to upload files as part of the signing process. It’s useful for documents that require supporting materials or additional documentation.

Property	Description
ID	A unique identifier for the attachment field.
Position	The location on the document where the attachment field appears.
Tab Index	The order in which the user can tab to the attachment field.
Required	Whether the signer must upload an attachment (Yes/No).
Validation	Ensures that a file is uploaded before proceeding.
Conditional Logic	Can display or hide based on other fields’ inputs.
Additional Settings	Defines the acceptable file types and size limits.

Dropdown Field

Dropdown fields allow the signer to choose from a predefined list of options, making it ideal for selections that need to be limited to specific choices.

Property	Description
ID	A unique identifier for the dropdown field.
Position	The position of the dropdown on the document.
Tab Index	The order in which the user navigates to this field.
Required	Whether the dropdown must have a selection (Yes/No).
Hint Text	Text that provides additional guidance to the signer.
Dropdown Options	A list of options from which the signer can select.
Default Option	The option that is pre-selected when the form is opened.
Font Formatting	The ability to apply custom font styles (e.g., bold, italic).
Data Sync	Whether the dropdown selection data should sync with other fields or systems.
Conditional Logic	Supports showing or hiding other fields based on the signer’s selection from the dropdown options.
Additional Settings	Custom font styles, colors, and appearance settings for dropdown options.

Editable Date Field

This field allows the signer to select a date, and the field can be pre-configured with a default value. The signer can manually edit this field if it’s not set to read-only.

Property	Description
ID	A unique identifier for the editable date field.
Position	The location where the date field is placed on the document.
Tab Index	The order in which the user navigates to the date field.
Auto Positioning	Determines whether the field moves automatically based on layout.
Required	Whether this field must be filled out by the signer.
Read-only	If the field is locked and cannot be edited by the signer.
Default Date	The default date shown in the field (e.g., today’s date).
Date Format	The format in which the date is displayed (e.g., MM/DD/YYYY).
Validation	Enforces that the entered date matches the required format.
Conditional Logic	Determines when the field is shown or hidden based on other inputs.

Image Field

This field allows a signer to upload an image, which can be used to attach signatures, logos, or other relevant pictures to the document.

Property	Description
ID	A unique identifier for the image field.
Position	The location where the image field is placed.
Tab Index	The order in which the user navigates to the image field.
Auto Positioning	Whether the image field automatically adjusts its position.
Default Image	A default image shown in the field before the signer uploads one.
Allowed Formats	Specifies which image file types are accepted (e.g., PNG, JPG).
Data Sync	Whether the image data should sync with other systems or databases.
Conditional Logic	Determines when the image field should be shown or hidden based on other inputs.

Hyperlink Field

A Hyperlink field allows you to insert a clickable link to external websites or resources.

Property	Description
ID	A unique identifier for the hyperlink field.
Position	The location where the hyperlink is placed on the document.
Tab Index	The order in which the user navigates to the hyperlink field.
Auto Positioning	Whether the hyperlink field is automatically positioned.
Text to Display	The text that will appear as the hyperlink (e.g., “Click here”).
URL	The actual URL that the hyperlink points to.
Font Formatting	Style options for the hyperlink (e.g., color, underline).
Conditional Logic	Not Supported – Hyperlink fields cannot be conditioned based on other field inputs.

Label Field

A Label field is used to add static text or instructions to a document. It’s often used for providing context to other form fields.

Property	Description
ID	A unique identifier for the label field.
Position	The location where the label appears in the document.
Tab Index	The order in which the user navigates to the label.
Auto Positioning	Whether the label is automatically placed based on the layout.
Value	The text or instructions displayed in the label.
Required	Whether the label is mandatory for the signer to read.
Hint Text	A small hint that can provide additional instructions or clarification.
Font Formatting	Customizable style options for the label text (e.g., size, color).
Background Color	Allows you to adjust the background color of the label.
Conditional Logic	Not Supported – Label fields cannot be conditioned based on other field inputs.

Title Field

The Title field captures the title or designation of the signer (e.g., Mr., Dr., CEO).

Property	Description
ID	A unique identifier for the title field.
Position	The location where the title field is placed.
Tab Index	The order in which the user navigates to the title field.
Auto Positioning	Whether the title field automatically adjusts its position.
Required	Whether the title field must be filled out.
Font Formatting	Adjusts the style of the title field.
Conditional Logic	Controls when the title field appears or disappears based on other inputs.

Company Field

The Company field captures the name of the signer’s organization or company.

Property	Description
ID	A unique identifier for the company field.
Position	The location where the company field is placed.
Tab Index	The order in which the user navigates to the company field.
Auto Positioning	Determines whether the field auto-adjusts based on the layout.
Required	Whether this field must be filled out.
Font Formatting	Adjusts the style of the company name field (e.g., bold, italics).
Conditional Logic	Defines when the company field should be shown or hidden.

Formula Field

The Formula field lets you create custom expressions to calculate values based on other form field data. It can also be used to display conditional content based on other fields’ input.

Property	Description
ID	A unique identifier for the formula field.
Position	The location where the formula field is placed.
Tab Index	The order in which the user navigates to the formula field.
Auto Positioning	Automatically positions the formula field within the layout.
Font Color	The color of the formula result displayed.
Font Family	The font used for displaying the formula result.
Alignment	Aligns the formula result (left, center, right).
Line Height	Controls the line spacing of the formula output.
Conditional Logic	Supports showing or hiding other fields based on whether the conditions set in the formula are met.
Formula Expressions	Defines custom calculations or conditions based on form field data (e.g., sum of entered amounts).

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