SignEasy allows you to add fields to your signature requests, marking the specific signing locations to make it easy for signers to fill out a document and get it back to you without missing anything! Note the document fields are required in order to allow your signer to use a mobile device to sign the document, without document fields they'll need to sign from a computer.

How do I turn on Fields for my signature request?

  • Open the Request Signature workflow by either selecting Start Signing > Request Signature to import a document, or by hovering over a previously imported document and clicking Request Signature.
  • Fill out the signers for your signature request, adding any necessary signing order or optional messages.
  • Click Add Fields to open the Fields preparation options

How do I add a field to my document?

  • Click the desired field from the left-hand options (click, not drag)

  • Click again on the document to place the field in the desired location.
  • Once placed, you can modify the size of the field by clicking and dragging the corners.

  • Click on a field to adjust the options for that specific field, assign a specific signer, make it optional/required, or change the format (for date fields)

  • Click Send in the upper right corner to send the signature request. You cannot edit the fields after sending, so be sure everything is setup and double-checked!

How do Fields work for my signer?

  • When a signer opens a document with assigned fields, they’ll be guided through the fields to fill
  • There will be a summary at the top of the page listing the fields remaining to be signed, and they can use the arrows to navigate through

  • They will only see the fields that are assigned to them, so there won’t be any confusion

  • Note that each signer must have at least one assigned field
  • Signers will not be able to finalize the document until all required fields are filled in
  • All signers will have a specific colour coding assigned, making it easier for you to differentiate during field placement