How can you use read-only settings in dropdown form fields?

When sending out documents to sign, you may want some parts to stay the same. With BoldSign, you can mark dropdown menus as read-only, so what’s already filled in can’t be changed. This feature helps maintain control over what the signer can and cannot edit. A read-only dropdown field in BoldSign allows you to pre-fill a value that the signer can view but not change.

Setting a dropdown field as read-only

To configure a dropdown field as read-only in BoldSign, follow these steps:

1. Create or Edit a Document: Navigate to your BoldSign dashboard and either create a new document or edit an existing one.
2. Add a Dropdown Field: Drag and drop the dropdown field into your document at the desired location.
3. Configure the Dropdown Options: Set the list of options that will appear in the dropdown.
4. Set the Default Value: Choose a default value from the dropdown options. This value will be pre-selected when the signer views the document.
5. Make the Field Read-Only:

• In the field properties panel, locate the option labeled “Read Only”.
• Check the box to enable the read-only setting.

Once set as read-only, the dropdown field will display the default value to the signer, but they will not be able to alter it.

Use cases for read-only dropdown fields

• When you want to show information but prevent changes by the signer.
• When the dropdown value is pre-determined or fixed by the sender.
• When you need to display official status or data that must stay consistent.

In short: use read-only dropdowns whenever the value should be visible but not editable by the user.