Help center › Sending documents
Place fields for your signers
Choose a signer under Add fields for, then drag a field onto the page or click it and click the page. Every signer needs a signature field.
After you add the document and the recipients, the editor shows the pages with Recipients and fields on the side.
- Under Add fields for, choose the signer.
- Drag a field onto the page, or click the field and then click the page ("Click the page to place: Signature"). On a phone or tablet: tap the field, then tap the page.
- Select a placed field to change it under Properties: move or resize it, make it Required, or add a hint for the signer.
Every signer needs at least one Signature field. Fields show the signer's name, so you can see who fills what.
Field types
| Field | What the signer does |
|---|---|
| Signature | Selects "Click to sign" and adopts a signature, drawn or typed. Always required. |
| Initials | Selects "Click to initial"; uses the same adopted signature. |
| Date signed | Nothing: it fills itself when the person signs. |
| Text, Multiline | Types an answer, for example a company name. |
| Checkbox | Ticks a box, with the text you give it, for example "I agree to the terms". |
Radio group and Dropdown are in the editor too, but the signing page cannot fill them yet: do not use them for now.
Keyboard
Every step works without a mouse. Press Enter on a field type to place it on the current page. With a field selected: arrows move it (Shift: 10 points), Alt and arrows resize it, Delete removes it, Ctrl+D duplicates it, Tab goes to the next field, Ctrl+Z and Ctrl+Y undo and redo.
Views
- Edit: the pages, where you place fields.
- Fields: every field as a list, page by page, with Show on page and Assign to.
- Preview: what a signer will see. Choose whose view to preview; other signers' fields show as outlines.
Before you continue
The bar at the bottom lists what must be fixed, and warnings, for example a signer without a signature field, a field off the page, or two fields that overlap. When nothing is left, select Continue.
Suggested fields
When the document opens, the editor looks for places to sign in the document's text: lines and blanks next to words such as "Signature", "Date", "Name" or "Initials" (in ten languages), check boxes, and form fields the PDF already has. It shows them as dashed suggested fields, with how many it found above the page. This happens on your device: no AI service and no server sees your document.
- Select ✓ on a suggested field to add it, or ✕ to dismiss it. Accept all and Dismiss all do every one at once. Nothing is added until you accept it, and Undo takes it back.
- A suggested field already shows a signer when the document names them (for example "Tenant signature" and a signer whose role is Tenant), or when there are as many signature lines as signers. Otherwise it goes to the signer chosen under Add fields for; right-click it (press and hold on a phone) to accept it for someone else.
- With the keyboard: Tab to a suggested field, Enter accepts it, Delete dismisses it, and A, B, ... give it to the first, second, ... signer.
- Scanned pages have no text, so they get no suggestions.
Hidden text
If the document contains text that people cannot see on the page (white on white, too small to read, covered, outside the page, or in a hidden layer), or text that reads like instructions to an AI assistant, a notice above the page says on which pages. It does not stop you from sending, and it does not change what is signed, but readers and AI tools may see that text: check the source file. Signers see the same notice.
On a phone or tablet
Tap a placed field to select it: arrow buttons under it move it a little at a time (hold one to keep moving). Press and hold a field, or tap ⋮ next to the arrows, for Duplicate, Required, Assign to and Delete. With a mouse, right-click a field for the same menu.