How to Add Signer Input Fields
ApproveMe’s Signer Input Fields add-on allows you to easily collect initials, address information, radio boxes, checkboxes, dates or just about anything else you can think of, directly on your document before the signature is added!
How to add Signer Input Fields to a Document
First, navigate to E-Signature —> add-ons —> find our Signer Input Field add-on —> enable!
Once you enable this add-on, you’ll see the Signer Input Field icon magically appear in the document editing toolbar.
Clicking this icon will show you the various E-Signature Signer Input Fields available (outlined in pink) and the option to add data to your document from our supported integrations (outlined in blue).
If you are using signer input fields in a basic document, you will have to assign each field to a specific signer. These fields can be optional or required.
After you add the field, you’ll be promoted to choose which signer this field belongs to.
Next, you can edit the field’s options for placeholder (think of it as the “prompt” for your user to fill in the input field), choose if you’d like to require the signer to fill in the field (or they can’t sign the document) and choose a border option.
Lastly, you can click the advanced settings and define the width of the field.
When your signers receive the document, they will have access to fill in the fields they have been assigned. They can also hover over the other signer’s fields to see who is assigned to them.
In this example, Mickey Mouse is viewing a document that was sent to himself and Minnie Mouse. He has access to fill in his field and hovers over the second field to see who it is assigned to.
Stand Alone Document
Since a stand alone document doesn’t have a pre-defined signer, the signer input fields that are added to a stand alone don’t require any specific signer assignment and the fields simply apply to the dynamic signer that arrives at the document.
Other than signer assignment, these fields have the same options as the basic document fields we covered above. You can also use as many different signer input fields in a document as you’d like!
Here’s a stand alone document displaying a few different signer input fields:
You can also use the signer input field icon to add shortcodes to a stand alone document, which when configured correctly, will populate the data the signer submits in the form.
When creating the document you want to link to your form, you’ll use the signer input fields icon to choose your form fields. These are the options we mentioned earlier, outlined in blue here:
There are more steps to configure with a form integration workflow, so if you’re looking to set up one of these workflows choose your desired form integration step-by-step guide here: Gravity Forms, Ninja Forms, WPForms, Formidable Forms, Caldera Forms and Contact Form 7.