Connect or Map Fields
There are 3 different ways you can connect or map fields and signatures to your PDF
- Connect a field from the Form
- Click and Drag (CND) fields from the left-hand sidebar (LHSB)
- Click "+ Create" in the top right of the left-hand sidebar (LHSB)
Connect a form field
Click into any field on the PDF. This will change the LHSB to allow you to choose a field from the form, add a default value, make this a read only field, or change the appearance.
Left-hand sidebar options after clicking on a field
Form field dropdown
- This allows you to search through all fields on the form and connect it to the PDF
Default value
- This allows you to enter a default value
Read Only
- This removes the ability for the end-user to edit this field while still being visible
Appearance
- You can edit the text color and size
- You can edit where the text sits in the box
- You can wrap the text
3 Ellipses at the bottom
- You can add a field to the form if you created it from the PDF fields
Click and Drag any field on the left-hand sidebar onto the PDF
Click "+ Create" in the top right of the left-hand sidebar (LHSB)
Hit the "+ Create" in the top right corner of the LHSB and this will provide new options.
This will include the ability to drag Signature, Initials, and Date Signed fields onto the PDF
Text Field
- This field allows a user an end user to enter any text
- Letters, numbers, and special characters are allowed
- Example would be First Name, Address Line 2, or Return Policy
Dropdown Field
- This field allows a user to choose from a list of choices
Checkbox Field
- This is a True or False field
Signature, Initials, and Date Signed Fields
When you click and drag a signature, initial, or date field onto the PDF you will have the option to connect that field to the Primary Signer or Additional Owners. By default the Signature, Initials, and Date Signed are connected to the Primary Signer.
Additional Owners
If you have used the Additional Owner field from the Under Dictionary or the Additional Signer field on the Form you will have the option to correlate the signature field to other signers. Date Signed will be automatically populated after the user signs the application.
Agent Signature
You can also mark this as an Agent Signature field