How to create a collaborative field editing for form fields?

In BoldSign, you can set up collaborative field editing to allow multiple signers to fill out or modify specific form fields during the signing process.

Follow the steps below to configure collaborative fields, set rules, and send documents with shared editing enabled:

1. Create a new document

   • From the dashboard page, click Create New and select Create New Document.
   • On the Prepare document for signing page, fill in all required details. Ensure that you add at least two signers to the document.
   • Click Next to proceed to the field configuration page.
     

2. Add and select a form field

   • On the Configure Fields page, you can set up collaborative options for supported form fields such as Textbox, Dropdown, Radio Button, Editable Date, or Checkbox.
   • Click on the form field you want to make collaborative. This will open its settings panel on the right side of the screen.
     
     

3. Enable Collaborative Settings

   • In the selected form field settings panel, locate the Collaborative Settings option. By default, it is set to None.
     

   • Click the dropdown menu to view and select the signers who should be included as collaborators.
     

     

4. Apply Collaborative Options
   After selecting collaborators, you can apply specific rules to manage the collaborative process:

   • Require Initials for Changes: Check this box to require collaborators to provide initials each time they modify the field value.
   • Require Approval for Changes: Enable this option to trigger a re-signing process if a collaborator changes the field after other signers have already signed.
   • Required for Collaborators: Enable this option to make it mandatory for designated collaborators to fill out the field.
     

5. Send the Document

   • Once all fields are configured and collaborative settings are applied, click Send.
   • The document will be sent to the recipients, and the designated collaborative field will be editable by the assigned collaborators.

Related Article

• What is collaborative field editing and how does it work?