Appearance
Fields are what people fill in: signature, initials, date, short text, and similar tools in the editor.
Place a field on the page, size it, and assign it to the person who should complete it.
Who fills what β
- Assign a field to a named signer when that person owns it.
- Turn on signing order when people must finish one after another. The next person is invited when the previous required signer is done.
- On templates, assign fields to chairs (role labels like Teacher or Parent). You fill in real names and emails when you start a request from the template.
Every required action should have a field. If something is only βin the PDF for them to notice,β it often gets missed.
Wrong placement after you already sent? Void and send again (or Use template). Use Correct for people and message changes, not for moving fields.