How to Add Signature and Form Fields to a Document

Fields are the interactive layer you place on top of your document: where signers sign, date, tick, and type. Placing them well is the difference between a 60-second signing experience and a confused phone call. 

Adding the Fields 

1.  After adding recipients, click Next to open the Sign Request Editor. 

2.  Select a recipient from the list. Every field you place now belongs to them. 

3.  Drag fields from the palette onto the page: 

•  Signature: the main event. 

•  Initials: for per-page acknowledgment. 

•  Date: auto-fills at signing. 

•  Text: names, titles, ID numbers. 

•  Checkbox: consents and acknowledgments. 

4.  Fields are color-coded per recipient, so a two-signer contract shows two colors; you can verify the layout at a glance. 

5.  Switch recipients and repeat. Use the page navigator to cover every page that needs fields. 

6.  Click each field to toggle required vs. optional and adjust its size. 

Placement Tips 

•  Put the signature field exactly where the signature line is printed. Signers trust documents that look prepared. 

•  Every signer should have at least one signature field; a signer with no fields is asked to review only. 

•  Resist over-collecting: each extra required field measurably slows completion.