Introduction
In this article we explain how to add fillable form fields to a document using the drag and drop functionality in the Signhost web portal. Here, you are able to add text fields and checkboxes to a document in the same intuitive drag-and-drop interface you're already familiar with for placing signature fields. This simplifies the creation of ad hoc forms.
Are you looking to create more complex fillable documents? Check out our FAQ article about creating fillable documents in Adobe or reach out to support for our paid template creation service where our team will assist you in creating custom fillable documents.
Features:
Drag & drop form fields: You can now easily add form fields to your documents using the same intuitive drag-and-drop interface you're already familiar with for signature fields. This simplifies the creation of ad hoc forms.
Multiple signer support: Assign form fields to specific signers, allowing each participant to easily fill in their designated information. Color-coding makes it clear who will be responsible for which fields.
Multiple document support: Add form fields to multiple documents within a single signing process, streamlining workflows involving multiple files.
Supported field types: This functionality supports single-line text fields and checkboxes, catering to a wide range of common form requirements.
Known limitations:
Limited field types: Currently, we support single-line text and checkbox fields. Radio buttons and conditional logic are not supported.
Limited amount of fields: You are limited to placing 15 checkboxes and 15 single-line text fields per signer.
Templating not supported: Creating reusable templates with pre-placed form fields is not yet available.
Step by step
Below you can find the different steps of creating a transaction and adding fillable form fields in the drag and drop functionality.
Step 1: Add signers
Add signers to your transaction on the New transaction page.
Step 2: Upload document
Add the PDF document that you want to have signed. Make sure that you have left space for the fillable fields that you will add in the following steps.
Step 3: Open document editor to prepare documents
Click the pencil symbol behind the uploaded document that you want to edit. This opens the document editor where you are able to place form fields and signature fields.
Step 4: Select signer
Choose the signer you want to add fields for in the top right corner of the document editor.
Step 5: Drag and drop form fields
Choose what kind of field you want to add to the document. Click on that fillable field and drag and drop it to the location in the document where you want to place the field.
Step 6: Edit fields
After placing the fields in the required location, you can edit the size of the field and drag the field to a different location. If you have place a field but want to delete it, press the red cross to delete the field.
Step 7: Drag and drop signature field
For every signer that is added you will need to add a signature field as well. Simply drag and drop the "Signature" field from the right of your screen into the preferred location in the document.
Step 8 (optional): Repeat steps 4-7 for other signers.
If you have more than one signer in the transaction, repeat the steps 4 to 7 for the other signers. If the other signers do not need to fill in form fields than you can choose not to add them. Only the signature field is required.
Step 9: Save & continue
After adding all necessary fields for all signers, you can save your work by selecting the "Save & Continue" button in the top right corner of your screen.
Step 10: Finish and send transaction
Optionally add an email message and complete setting up the transaction by adding a reference and expiry setting. When you're happy with all settings, press the "Send" button in the top of your screen and your transaction is ready to be filled and signed!
Our support team is ready to help out if needed. You can reach out via chat or mail: support@signhost.com