Prepare Fields

After creating a draft request, place fields directly on the PDF.

Available Field Types

• Signature
• Initials
• Date
• Name
• Text
• Checkbox

Required and Optional Fields

New fields are required by default.

You can mark fields as optional when:

• a signer may leave the field blank
• a checkbox should be optional
• an initials or text field is not mandatory

Field Labels

Field labels are optional signer hints shown during signing. Use them when the purpose of a field is not obvious from placement alone.

Examples:

• Initial here to confirm review
• PO number
• Check if approved

Tips

• Keep fields aligned to the visual structure of the document
• Use sequential routing when later signers depend on earlier approvals
• Use optional fields sparingly so the signing flow stays clear