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.

To begin using signer input fields, edit your document and select the Add Fields button.

Basic Document

If you are using signer input fields in a basic document, you must assign each field to a specific signer. Fields can be set as optional or required, and you can edit a field's options to add placeholder text that prompts the signer on what to enter.

Under the Advanced tab, each field has some advanced field-specific settings, like the textbox field's setting, which allows you to restrict the type of input added to the field.

Lastly, you can click the Appearance settings and define the width of the field, view a field preview, and select how you would like the submitted results to appear.

When signers receive the document, they can fill in the fields assigned to them. They can also hover over other fields to see who those fields are assigned to.

Stand Alone Document

Since a stand alone document has no pre-defined signer, signer input fields don't need to be assigned to a specific person. The fields apply to whichever signer arrives at the document.

Stand Alone Document + Third-Party Integration

You can also use signer input fields in a stand alone document to pull data from third-party integrations.

To link a stand alone document to a supported plugin, click the pencil icon to add shortcodes that will later populate with the signer's submitted data.

Setting up a third-party integration involves additional steps — see the step-by-step guide for your chosen integration here.

To begin using signer input fields, open your document in editing mode and look for the pencil icon in the document editing toolbar. 

Basic Document

If you are using signer input fields in a basic document, you must assign each field to a specific signer. Fields can be set as optional or required, and you can edit a field's options to add placeholder text that prompts the signer on what to enter.

Lastly, you can click the Appearance settings and define the width of the field, view a field preview, and select how you would like the submitted results to appear.

Each field may also have some field-specific advanced settings, like the textbox field's setting which allows you to restrict the type of input added to the field.

When your signers receive the document, they will be able to fill in the fields they have been assigned. They can also hover over the other fields to see who they are assigned to. 

Stand Alone Document

Since a stand alone document has no pre-defined signer, signer input fields don't need to be assigned to a specific person. The fields apply to whichever signer arrives at the document.

Stand Alone Document + Third-Party Integration

You can also use signer input fields in a stand alone document to pull data from third-party integrations.

To link a stand alone document to a supported plugin, click the pencil icon to add shortcodes that will later populate with the signer's submitted data.

Setting up a third-party integration involves additional steps — see the step-by-step guide for your chosen integration here.