Adding Object Fields
Users are able to add one of several types of object fields to documents, fields that identify sections of the document that need to be edited. The possible object fields are as follows: Signature Field, Date Field, Initials Field, Text Field, and Checkmark. When adding any object field the user must first ensure that the appropriate field assignee is selected in the top left corner of the document.
Signature Field: In order to add a signature field, the user must first select the recipient that the field will be attached to, then drag the Signature label from the left pane of the editor over to the specific location on the document that needs to be edited. If the user wants to draw his/her signature in the signature field, the user simply heads to the pen tool and click add a signature. Important note: a user's signature can only be drawn by its owner.
Date Field: Adding a date field is similar to that of adding a signature field. After selecting the recipient that the field will be attached to, the user simply finds the Calendar label on the left pane and drags it over to the location desired on the document. If the user wants to draw date in a field that is assigned to them, the user simply ensures that he/she is currently selected assignee and then heads to the pen tool and click add date. The format of the date will depend on the Date format settings established in Settings -> Account -> Date Time Format.
Initials Field: An initials field is added using a similar workflow as all the others, the user selects the recipient then drag and drop the initials label on the location in the document that he/she wants the initials to be drawn. The initials will be drawn with the same font style as the style existing at the initials was saved.
Text Field: Adding a text field is also similar to that of the other object fields. However, when adding a text field, the user must determine a few additional options. The user should double-tap/click the text field to activate the context menu popup. Here the user will determine whether the text field should be treated as a label, whether it should be a required field, and what text should be placed inside the text field. A required text field is one that must be filled out by the recipient/signatory before he/she can submit the document as completed. Text fields that are treated as labels only serve to provide instruction to the recipient/signatory as he/she opens the document, it indicates to the editor that the text in the field should not be added to the underlying document.
CheckBox: Using a checkbox is similar to that of using a text field. To place one in the document the user simply drags the checkbox label onto the document at the location that he/she wants it to be drawn. The user must also determine whether the checkbox is required, whether it should be treated as a label and the checked state of the checkbox. Treatment as a label for a checkbox means that the state selected by the author of the document will be visible to the recipient/signatory, and the recipient can change or confirm as necessary.