Documents & Signing
Adding and configuring signature fields
Updated May 26, 20263 views

Working with Signature Fields

After uploading your document and adding recipients, you will see the field editor where you place fields on the document pages.

Available field types

  • Signature — a full signature field. The signer can draw, type, or upload their signature.
  • Initials — a smaller field for initials, commonly used on each page of multi-page agreements.
  • Date Signed — auto-fills with the date the signer completes their fields.
  • Text — a free-form text input for names, titles, addresses, or any custom text.

Placing fields

Drag a field type from the toolbar and drop it on the document where you want the signer to fill in. Each field is colour-coded to match the assigned signer. Resize fields by dragging the corners.

Assigning fields to signers

Each field must be assigned to a specific signer. Use the signer dropdown on each field to change the assignment. Fields assigned to different signers appear in different colours.

Required vs optional fields

By default, all fields are required. Toggle the Required switch off on any field to make it optional — the signer can skip it without being blocked from finishing.

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