Automatic fields are fields that are automatically filled with participant information retrieved from your workspace contact list. For more details about workspace contacts management, visit Contacts.
Note that you can’t add automatic fields:
- on a document that has already been processed by a participant,
- on a document that already contains a signature (before being imported to the transaction).
Add a signature date field
A signature date field allows you to display the date and hour when the participant signed the document. By default, only the signature date displays in the field. However, you can edit the date format to include the time the participant signed the document.
To add a signature date field to a document:
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Select the document page where you want to add the signature date field.
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Drag the signature date field from the left sidebar Fields and drop it in the document page.
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Assign a participant to the signature date field.
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Select a date format among the suggested list.
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Optionally set the display time option if needed.
Note that you can move and resize the signature date field in the document.
Add a full name field
A full name field allows you to retrieve the participant’s full name from your workspace contact list and display it on the transaction document. If the participant edits his/her full name during signature process, the new value is the one that displays on the document.
To add a full name field to a document:
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Select the document page where you want to add the full name field.
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Drag the full name field from the left sidebar Fields and drop it in the document page.
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Assign a participant to the full name field.
Note that you can move and resize the full name field in the document.
Add an email field
An email field allows you to retrieve the participant’s email from your workspace contact list and display it on the transaction document.
To add an email field to a document:
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Select the document page where you want to add the email field.
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Drag the email field from the left sidebar Fields and drop it in the document page.
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Assign a participant to the email field.
Note that you can move and resize the email field in the document.
Add a company field
A company field allows you to retrieve the participant’s company name from your workspace contact list and display it on the transaction document. The participant can edit his/her company name during signature process.
To add a company field to a document:
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Select the document page where you want to add the company field.
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Drag the company field from the left sidebar Fields and drop it in the document page.
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Assign a participant to the company field.
By default, a company field is required (the participant must fill the company name). However, you can make it optional in the field parameters.
Note that you can move and resize the company field in the document.
Add a job title field
A job title field allows you to retrieve the participant’s job title from your workspace contact list and display it on the transaction document. The participant can edit his/her job title during signature process.
To add a job title to a document:
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Select the document page where you want to add the job title field.
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Drag the job title field from the left sidebar Fields and drop it in the document page.
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Assign a participant to the job title field.
By default, a job title field is required (the participant must fill the job title). However, you can make it optional in the field parameters.
Note that you can move and resize the job title field in the document.
