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

1. Go to Marketplace > Template Groups > Click Enable
   
2. Click on +Add template group and choose a name for the template group
   
3. 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.

1. Go to Templates > Click +Create template
2. Select Upload PDF and choose the PDF you want to use for your template, then click Save.
   
3. Go to Data fields > Select your Template group
4. Begin placing your data fields on the PDF where needed
   
5. 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:

1. Click the gear icon in the top right corner to set the default settings for the entire template.
2. 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.