When creating a document to send for signature, creating templates, or creating rules, you need to prepare the document by inserting fillable control fields to capture the signer’s information.
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This article covers the following topics:
- Fillable control fields panel
- How to add fillable control fields to a document
- Available fillable control fields and control-specific settings
Fillable control fields panel
The fillable control fields panel includes all the available control fields that can be added when preparing a signature request.
How to add fillable control fields to a document
The fillable control fields are added to the document within the Send tab at Step 2: Prepare.
To add these fields follow these instructions:
1. Drag and drop the fillable control field into the document as required.
2. Once the control field has been added to the document, the settings panel for that field will appear on the right side, allowing you to configure its available options.
Available fillable control fields and control-specific settings
The following fillable control fields may be dragged and dropped into the document while preparing it for signature. Click on each option to learn about their available settings.
- Signature
- Initials
- Date and time stamp
- Name
- Title
- Company
- Email
- Dropdown
- Checkbox
- Radio button
- Date
- Text
- Label
- Hyperlink
- Stamp
Signature
The signature-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to add a signature in this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Signature field.
- Text color: Set the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Signature control fields.
Hover over the added Signature field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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Initials
The initials-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Initials field.
- Text color: Set the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Initials control fields.
- Auto-Place Fields: Click this option to automatically place the selected control field across multiple pages. You can choose to add the field to all pages or specify a page range. This is useful when the signer is required to initial every page of a document.
Hover over the added Initials field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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Date and time stamp
The available settings are:
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Initials control fields.
Hover over the added Date and Time Stamp field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
Note: This field is not visible to the signer when they open the document for signing. The RSign system auto-populates the date and time to reflect when the signers complete the signing process.
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Name
The name-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Name field.
- Max Character Limit: Set the maximum number of characters that can be entered into the field.
- Fixed Width: When checked, Name control will maintain a constant width and will not automatically expand, even if the number of characters entered exceeds the control boundaries.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Initials control fields.
Hover over the added Name field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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Title
The title-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Title field.
- Max Character Limit: Set the maximum number of characters that can be entered into the field.
- Fixed Width: When checked, Title control will maintain a constant width and will not automatically expand, even if the number of characters entered exceeds the control boundaries.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Title control fields.
Hover over the added Title field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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Company
The company-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Title field.
- Max Character Limit: Set the maximum number of characters that can be entered into the field.
- Fixed Width: When checked, Company control will maintain a constant width and will not automatically expand, even if the number of characters entered exceeds the control boundaries.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Company control fields.
Hover over the added Company field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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The email-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Email field.
- Max Character Limit: Set the maximum number of characters that can be entered into the field.
- Fixed Width: When checked, Email control will maintain a constant width and will not automatically expand, even if the number of characters entered exceeds the control boundaries.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Email control fields.
Hover over the added Email field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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Dropdown
The Dropdown-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- First line blank: Check to make the first line of the dropdown menu blank and provide no default answer. If unchecked the first option in the dropdown will be selected by default.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Dropdown field.
- List Items: Add the dropdown options into this field in the desired order and press the green [+] button. The red trash can icon next to each added option deletes the item.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Dropdown control fields.
Hover over the added Dropdown field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it. Clicking on the puzzle icon will allow you to create dependencies.
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Checkbox
The checkbox-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Pre-select: When selected, the check box will appear already checked in the document the signer receives.
- Checkbox Groups: If checked, the sender has the option of assigning a name to a group of checkboxes.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Dropdown field.
- Group Name: Assign a name to the checkbox. If the checkbox is part of a group, enter a Group Name to associate it with other related checkboxes.
- Size: Allows you to define the size of the checkbox.
- Save as default: Enable this option to make the current configuration the default for all future Dropdown control fields.
Hover over the added Dropdown field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it. Clicking on the puzzle icon will allow you to create dependencies.
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Radio button
This control field settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Pre-select: When selected, the radio button will appear already checked in the document the signer receives.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field using the dropdown.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Radio button.
- Group Name: Assign a name to the radio button. If the radio button is part of a group, enter a Group Name to associate it with other related radio buttons.
- Size: Allows you to define the size of the radio button.
- Save as default: Enable this option to make the current configuration the default for all future Radio button control fields.
Hover over the added Radio button to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it. Clicking on the puzzle icon will allow you to create dependencies.
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Date
The date-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Prefill current date for the signer: When selected, the date will be auto populated in the document the signer receives.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to fill out this field.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the control field.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Date control fields.
Hover over the added Date field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it. Clicking on the puzzle icon will allow you to create dependencies.
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Text
The text-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to add text in this field.
- Add text: Use this section to add text that will be displayed inside the field and specify how it should appear: *Show as placeholder text: Displays the text as a placeholder until the signer enters a value.
*Show as prefilled text: Displays the text as a prefilled value that the signer can edit.
*Hide text with an asterisk: Masks the text with asterisks (*) to conceal the entered value.
- Tooltip: You may enter the message that will appear when the user hovers the mouse over the Radio button.
- Validation type: Select what kind of information the signer must enter on that field.
- Max Character Limit: Set the maximum number of characters that can be entered into the field.
- Fixed Width: When checked, Text control will maintain a constant width and will not automatically expand, even if the number of characters entered exceeds the control boundaries.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Date control fields.
Hover over the added Date field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it. Clicking on the puzzle icon will allow you to create dependencies.
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Label
The label-specific settings are:
- Label: Enter the text that will be printed on the document. This is a static label that is visible to all signers and is not intended to be completed or edited by the signer.
- Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Label control fields.
Hover over the added Label field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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Hyperlink
The hyperlink-specific settings are:
- Label: Add the text that the signer will see in the document and on which they will click to access the URL. The hyperlink will be visible to all parties and will not be editable.
- URL: Add the URL address.
- Formatting: Set the font type and color of the text placed in this field.
- Save as default: Enable this option to make the current configuration the default for all future Hyperlink control fields.
Hover over the added Hypelink field to display additional actions. Click the plus (+) icon to duplicate the field, or click the trash icon to delete it.
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Stamp
The Stamp-specific settings are:
- Required: Checked: Filling out the control field required to be filled. Unchecked: Filling out the control field is optional.
- Signer: Specifies which signer this field is assigned to.
- Tooltip: A message that will appear when the user hovers the mouse over the text field.
- Save as default: If checked, the current settings will be saved and automatically applied to future fields of the same type
- Auto-Place fields: Allows you to automatically place a stamp or field on every page of the document, or within a specific page range you select.
Note: This control field is only available in the New Sender UI.
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