Supported Field Types Explained

Each field type solves a specific job. Knowing when to use which keeps your documents clean and your signers unconfused. 

The Field Types 

1.  Signature — the signer's full legal mark, applied from their saved signature or created on the spot. Every signer should have at least one. 

2.  Initials — a compact mark for acknowledging individual pages or clauses ("initial here to confirm you read section 7"). 

3.  Date — auto-fills with the signing date, or lets the signer pick one. Pair one with every signature line. 

4.  Text — free-form input for names, job titles, ID numbers, or anything typed. 

5.  Checkbox — binary consent: "I agree to receive communications", "I have read the policy". 

6.  Dropdown — a controlled choice from options you define — cleaner than free text when only certain answers are valid. 

Required vs. Optional 

Any field can be required or optional. Required fields gate completion — the signer's toolbar counts them down ("1 required field left") and Finish stays disabled until they're done. 

Tip: Make consent checkboxes required, but leave "middle name" optional — required fields should be things you genuinely cannot accept the document without.