---
title: Prepare Fields
description: Prepare signature fields on a PDF before sending a signature request.
ogTitle: Prepare Signing Fields
ogDescription: 'Add signature, initials, date, text, and checkbox fields to a signing request.'
ogImage: /assets/images/og/document-signing.webp
navigation:
  icon: fasl fa-pen-field
---

# 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