| INCLUDED IN This feature is included in our Essentials, Business and Enterprise plan. |
Fields on PDF
The Fields on PDF feature allows you to place data fields directly onto your PDF documents.
To get started with Fields on PDF, you’ll need a template group. If you don’t already have one, you can create a template group with the data fields you’d like to overlay on your PDF.
| NOTE This feature is compatible with all template groups, including those accessed via integrations. |
Create template group
- Go to Marketplace > Template Groups > Click Enable.
Scroll to the bottom of the page and click Go to page in the Template groups card. Administrators can also access the same view via Admin > Workflows > Template groups.
- Click on your template group > Data fields > +Add a data field and add your Data fields.
Create PDF template
After creating your template group and adding your data fields, it's time to create your PDF template.
- Go to Templates > Click + Create template.
Select Upload PDF and choose the PDF you want to use for your template, then click Save.
- Go to Data fields > Select your Template group.
Begin placing your data fields on the PDF where needed. To adjust the size of a field, simply drag its corner to resize it.
Field Settings
You have full control over whether counterparties can edit the fields in your document. Here’s how to configure the settings:
- Click the gear icon in the top right corner to set the default settings for the entire template.
- To customize settings for individual fields, click on a specific field. You can:
- Override the section's default settings for that field.
- Make the field required.
| NOTE If any fields are marked as required, the document cannot be signed until all required fields are completed. |
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