Add and configure fields

Place every field each recipient must complete, with the right validation.

1. Select a recipient

   Open Add Fields and select a recipient.

   Select the recipient before placing fields.

2. Place a signature field

   Drag a Signature field to the correct PDF page.

   Assign a signature field to the signer.

3. Add other field types

   Add Initials, Name, Email, Date, Text, Number, Checkbox, Radio, or Dropdown fields where required.

   Choose the correct field for each response.

4. Align the layout

   Resize and align fields without covering document content.

   Position fields clearly and consistently.

5. Configure properties

   Configure label, placeholder, font size, validation, required, and read-only behavior.

   Configure validation and required behavior.

6. Repeat for everyone

   Repeat for every actionable recipient and page.

   Complete field assignment for every recipient.

   Important: A signer with no field cannot complete the document.

7. Preview the result

   Use Preview and verify every page.

   Preview the complete recipient experience.

   Result: Each recipient sees only their own fields.