Signeasy now allows you to create, save, and reuse custom fields, making document preparation faster and more efficient — and providing signers with clear labels for the information to be filled. This feature is available in both Send for Signature and Template workflows.

What is a Custom Field?

A custom field is a personalized field (like “Department” or “Employee ID”) that you can create once and reuse across documents. This helps standardize the signing process, reduces repetitive work, and ensures signers see clear, descriptive labels for the information they need to provide.

How Do I Create a Custom Field?

Creating a custom field is quick and simple:

1. Drag and drop a Text Field onto your document.

   

2. On the right-side panel, assign a label/name for the field.

   ➤ Example: “Department”

   

3. Click “Save as custom field.”

4. The field will now appear in the left panel under “Custom Fields”.

   

How Do I Use Saved Custom Fields Later?

Once saved, your custom field is available anytime you:

• Send a document for signature, or

• Create/edit a template

Just drag and drop the saved field from the left panel into your document.

Can I Delete a Custom Field?

Yes. To remove a saved custom field:

• Locate it in the left panel

• Click the 🗑️ delete icon next to it

  This will permanently remove the field from your saved list.