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How to customize field navigation settings?
Published:
2 mins read
Field Navigation Settings allow senders to control how signers move through document fields during the signing process. Senders can set a default navigation behavior, ensuring that when signers press the Tab key or click the Next Field button, they are guided through fields in a specific, predefined order.
Follow the steps below to set the field navigation setting:
- Expand the
Settingsmenu and chooseBusiness Profile. - Scroll down to the
Field Navigation Settingsunder the Document Settings section, to view the available navigation settings.
- By default, the setting is set to
Navigate Blank Required Fields. Click the dropdown to choose your preferred navigation option. Each option controls how the signer moves through the document whether they are guided through all fields, only required fields, only blank fields, or only blank required fields.
| Field navigation setting | Description |
|---|---|
Navigate All Fields |
The signer moves through all fields in the document, including optional, filled, and required fields. |
Navigate All Required Fields |
The signer moves through all required fields, whether they are already filled or still empty. |
Navigate Blank Fields |
The signer moves through only the fields that are currently blank, whether required or optional. |
Navigate Blank Required Fields |
The signer moves through only the required fields that are still blank. If a required field has already been filled, it is skipped. |
- Click the
Save changesbutton to apply your new settings.
If the Tab Index is set for a field, navigation will follow the assigned order during the signing process. For more details about Tab Index, check out our article on How to customize tab navigation for form fields
