Instructions

1. Drag the Dropdown control into the document to the location where the signer can make a selection from the dropdown menu.
2. Set the available options:
   • Example dropdown options:
     • United States
     • Canada
     • United Kingdom
   • Signer: if the document is sent to more than one recipient, use this option to select the signer you wish to assign the dropdown menu to.
   • Options:  Add the dropdown options into this field in the desired order and press the green [+] button. The red trash can icon deletes the item.
3. Press the green check when complete

Date Control Icon

Icon that controls the Date Control.

Designate Signer

Select the appropriate user if the document is sent to more than one recipient.

Option Required

Check requires the Dropdown List Control be completed by the assigned recipient.

Option First Line Blank

This will leave the first line on the dropdown list blank. This is useful in not creating a selection if the signer does not use the dropdown menu.

Options

Enter an individual option into the options list and press the green “+” this will add the option to the dropdown options list.  Each option will then appear on the dropdown list for the signer to select.

 The Red trash cans displayed at the right of the option will delete the option in the form field.

Cancel

Press the cancel icon to close the Dropdown Menu Control window.

Confirm

Press the green check mark when complete to add the Dropdown Menu Control to the document. 

Dropdown List Field

The Dropdown Menu Control appears as shown on the document.

Dropdown List Field Extended

The appearance of the Dropdown Menu when it is extended in the document.

Date Field Hover

When mouse hovers over the Date Control, it reveals who it is assigned to and allows the document creator to edit, delete the control.

The document creator can also drag the 3 red dots to make the form field longer or shorter.