How to add and customize signature fields
Steps to add and configure fields on a document Customizing document fields is essential to ensure all required information is captured. Follow these steps to add and customize fields:
- Upload your document: Begin by uploading your document to Signit and proceed to the Add Fields step.
- Select a field type:
- From the field menu on the left side of the screen, choose the field type (e.g., signature, text, checkbox).
- From the field menu on the left side of the screen, choose the field type (e.g., signature, text, checkbox).
- Drag and drop the field:
- Drag the selected field from the menu and drop it onto the desired location in the document.
- Drag the selected field from the menu and drop it onto the desired location in the document.
- Customize the field:
- Resize the field to fit the document layout.
- Adjust properties, such as the field’s label or default value, in the customization menu.
- Repeat for additional fields: Add as many fields as needed to complete the document.
Tip: Use the preview panel to ensure all fields are correctly placed before sending the document.