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Document Fields

Learn about the different fields you can add to your documents in Documenso and how to make the most of them.

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Signature Field

The signature field collects the signer’s signature. It’s required for each recipient with the “Signer” role.

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Document Editor View

The field doesn’t have any additional settings. You just need to place it on the document where you want the signer to sign.

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Document Signing View

The recipient will see the signature field when they open the document to sign. The recipient must click on the signature field to open the signing view, where they can sign using their mouse, touchpad, or touchscreen. The image below shows the signature field signed by the recipient. After signing, the recipient can click the “Complete” button to complete the signing process.

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Email Field

The email field is used to collect the signer’s email address.

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Document Editor View

The field doesn’t have any additional settings. You just need to place it on the document where you want the signer to sign.

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Document Signing View

When the recipient opens the document to sign, they will see the email field. The recipient must click on the email field to automatically sign the field with the email associated with their account. The image below shows the email field signed by the recipient. After entering their email address, the recipient can click the “Complete” button to complete the signing process.

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Name Field

The name field is used to collect the signer’s name.

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Document Editor View

The field doesn’t have any additional settings. You just need to place it on the document where you want the signer to sign.

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Document Signing View

When the recipient opens the document to sign, they will see the name field. The recipient must click on the name field, which will automatically sign the field with the name associated with their account. The image below shows the name field signed by the recipient. After entering their name, the recipient can click the “Complete” button to complete the signing process.

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Date Field

The date field is used to collect the date of the signature.

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Document Editor View

The field doesn’t have any additional settings. You just need to place it on the document where you want the signer to sign.

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Document Signing View

When the recipient opens the document to sign, they will see the date field. The recipient must click on the date field to automatically sign the field with the current date and time. The image below shows the date field signed by the recipient. After entering the date, the recipient can click the “Complete” button to complete the signing process.

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Text Field

The text field is used to collect text input from the signer.

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Document Editor View

Place the text field on the document where you want the signer to enter text. The text field comes with additional settings that can be configured. To open the settings, click on the text field and then on the “Sliders” icon. That opens the settings panel on the right side of the screen. The text field settings include:

• Label - The label displayed in the field.
• Placeholder - The placeholder text displayed in the field.
• Text - The default text displayed in the field.
• Character limit - The maximum number of characters allowed in the field.
• Required - Whether the field is required or not.
• Read only - Whether the field is read-only or not.

It also comes with a couple of rules:

• The field can’t be required and read-only at the same time.
• A read-only field can’t have an empty text field. It must have a default text value.
• The signer must fill out a required field.
• The text field characters count can’t exceed the character limit.
• The signer can’t modify a read-only field.
• The field auto-signs if there is a default text value.

Let’s look at the following example. The field is configured as follows:

• Label: “Address”
• Placeholder: “Your office address”
• Default Text: “Signing Street 1, 241245”
• Character Limit: 35
• Required: False
• Read Only: False

Since the field has a label set, the label is displayed instead of the default text field value - “Add text”.

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Document Signing View

What the recipient sees when they open the document to sign depends on the settings configured by the sender. In this case, the recipient sees the text field signed with the default value. The recipient can modify the text field value since the field is not read-only. To change the value, the recipient must click the field to un-sign it. Once it’s unsigned, the field uses the label set by the sender. To sign the field with a different value, the recipient needs to click on the field and enter the new value. Since the text field has a character limit, the recipient must enter a value that doesn’t exceed the limit. Otherwise, an error message will appear, and the field will not be signed. The image below illustrates the text field signed with a new value. After signing the field, the recipient can click the “Complete” button to complete the signing process.

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Number Field

The number field is used for collecting a number input from the signer.

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Document Editor View

Place the number field on the document where you want the signer to enter a number. The number field comes with additional settings that can be configured. To open the settings, click on the number field and then on the “Sliders” icon. That opens the settings panel on the right side of the screen. The number field settings include:

• Label - The label displayed is the field.
• Placeholder - The placeholder text displayed in the field.
• Value - The default number displayed in the field.
• Number format - The format of the number.
• Required - Whether the field is required or not.
• Read only - Whether the field is read-only or not.
• Validation - The validation rules for the field.

It also comes with a couple of rules:

• The value must be a number.
• The field can’t be required and read-only at the same time.
• A read-only field can’t have an empty number field. It must have a default number value.
• The signer must fill out a required field.
• If the default number and a max value are set, the default number must be less than the max value.
• If the default number and a min value are set, the default number must be greater than the min value.
• The value must match the number format if a number format is set.

In this example, the number field is configured as follows:

• Label: “Quantity”
• Placeholder: “Enter the preferred quantity”
• Default Value: 12
• Number Format: “123,456,789.00”
• Required: False
• Read Only: False
• Validation:
• Min value: 5, Max value: 50

Since the field has a label set, the label is displayed instead of the default number field value - “Add number”.

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Document Signing View

What the recipient sees when they open the document to sign depends on the settings configured by the sender. The recipient sees the number field signed with the default value in this case. Since the number field is not read-only, the recipient can modify its value. To change the value, the recipient must click the field to un-sign it. Once it’s unsigned, the field uses the label set by the sender. To sign the field with a different value, the recipient needs to click on the field and enter the new value. Since the number field has a validation rule set, the recipient must enter a value that meets the rules. In this example, the value needs to be between 5 and 50. Otherwise, an error message will appear, and the field will not be signed. The image below illustrates the text field signed with a new value. After signing the field, the recipient can click the “Complete” button to complete the signing process.

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Radio Field

The radio field is used to collect a single choice from the signer.

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Document Editor View

Place the radio field on the document where you want the signer to select a choice. The radio field comes with additional settings that can be configured. To open the settings, click on the radio field and then on the “Sliders” icon. That opens the settings panel on the right side of the screen. The radio field settings include:

• Required - Whether the field is required or not.
• Read only - Whether the field is read-only or not.
• Values - The list of choices for the field.

It also comes with a couple of rules:

• The field can’t be required and read-only at the same time.
• A read-only field can’t have an empty radio field. It must have at least one option.
• The signer must fill out a required field.
• The field auto-signs if there is a default value.
• The signer can’t sign with a value not in the options list.
• The signer can’t modify the field if it’s read-only.
• It should contain at least one option.
• The field can’t have more than one option selected.

In this example, the radio field is configured as follows:

• Required: False
• Read Only: False
• Options:
  • Option 1
  • Option 2
  • Empty value
  • Empty value
  • Option 3

Since the field contains radio options, it displays them instead of the default radio field value, “Radio”.

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Document Signing View

What the recipient sees when they open the document to sign depends on the settings configured by the sender. In this case, the recipient sees the radio field unsigned because the sender didn’t select a value. The recipient can select one of the options by clicking on the radio button next to the option. After signing the field, the recipient can click the “Complete” button to complete the signing process.

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Checkbox Field

The checkbox field is used to collect multiple choices from the signer.

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Document Editor View

Place the checkbox field on the document where you want the signer to select choices. The checkbox field comes with additional settings that can be configured. To open the settings, click on the checkbox field and then on the “Sliders” icon. That opens the settings panel on the right side of the screen. The checkbox field settings include the following:

• Validation - The validation rules for the field.
  • Rule - The rule specifies “At least”, “At most”, and “Exactly”.
  • Number - The number of choices that must be selected.
• Required - Whether the field is required or not.
• Read only - Whether the field is read-only or not.
• Options - The list of choices for the field.

It also comes with a couple of rules:

• The field can’t be required and read-only at the same time.
• A read-only field can’t have an empty checkbox field. It must have at least one checked option.
• The signer must fill out a required field.
• The field auto-signs if there is a default value.
• The signer can’t sign with a value not in the options list.
• The signer can’t modify the field if it’s read-only.
• It should contain at least one option.

In this example, the checkbox field is configured as follows:

• No validation rules
• Required: True
• Read Only: False
• Options:
  • Option 1
  • Empty value (checked)
  • Option 2
  • Option 3 (checked)
  • Empty value

Since the field contains checkbox options, it displays them instead of the default checkbox field value, “Checkbox”.

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Document Signing View

What the recipient sees when they open the document to sign depends on the settings configured by the sender. In this case, the recipient sees the checkbox field signed with the values selected by the sender. Since the field is required, the recipient can either sign with the values selected by the sender or modify the values. The values can be modified in 2 ways:

• Click on the options you want to select or deselect.
• Hover over the field and click the “X” button to clear all the selected values.

The image below illustrates the checkbox field with the values cleared by the recipient. Since the field is required, it has a red border instead of the yellow one (non-required fields). Then, the recipient can select values other than the ones chosen by the sender. After signing the field, the recipient can click the “Complete” button to complete the signing process.

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Dropdown/Select Field

The dropdown/select field collects a single choice from a list of options.

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Document Editor View

Place the dropdown/select field on the document where you want the signer to select a choice. The dropdown/select field comes with additional settings that can be configured. To open the settings, click on the dropdown/select field and then on the “Sliders” icon. That opens the settings panel on the right side of the screen. The dropdown/select field settings include:

• Required - Whether the field is required or not.
• Read only - Whether the field is read-only or not.
• Options - The list of choices for the field.
• Default value - The default value selected in the field.

It also comes with a couple of rules:

• The field can’t be required and read-only at the same time.
• A read-only field can’t have an empty select field. It must have a default value.
• The signer must fill out a required field.
• The default value must be one of the options.
• The field auto-signs if there is a default value.
• The field can’t be signed with a value not in the options list.
• The signer can’t modify the field if it’s read-only.
• It should contain at least one option.

In this example, the dropdown/select field is configured as follows:

• Required: False
• Read Only: False
• Default Value: None
• Options:
  • Document
  • Template
  • Other

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Document Signing View

What the recipient sees when they open the document to sign depends on the settings configured by the sender. In this case, the recipient sees the dropdown/select field with the default label, ”— Select ---” since the sender has not set a default value. The recipient can modify the dropdown/select field value since the field is not read-only. To change the value, the recipient must click on the field for the dropdown list to appear. The recipient can select one of the options from the list. The image below illustrates the dropdown/select field signed with a new value. After signing the field, the recipient can click the “Complete” button to complete the signing process.