When creating a document to send for signature, or creating templates, you need to prepare the document by inserting fillable control fields to capture the signer’s information. The fillable control fields are added to the document within the Send tab at Step 2: Prepare.  To add these fields follow these instructions:
1. Drag and drop the fillable control field button into the document as required.
2. After the control field is added to the document, a pop-up window will appear and provide options for how to set this control.
3. Set the fillable control field settings and press the green check box.

 

Fillable Control Field Buttons

The following fillable control fields may be dragged and dropped into the document to prepare it for signing. Each button represents a different type of fillable field.

- Signature
- Initials
- Date & Time Stamp
- Name
- Title
- Company
- Email
- Dropdown List
- Checkbox
- Radio Button
- Date
- Text
- Label
- Hyperlink

 

Control Fields Details

SIGNATURE

Drag the Signature button into the document to the location where the signer will need to sign this document. A pop-up will appear with the available options.

Set the available options:
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to add a signature in this field.
- Required: Yes: The Signature box is required to be filled. No: The Signature box is optional.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Signature field.
- Text Color: Set the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Signature Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Signature Control Field.

<back to list of fillable control fields

 

INITIALS

Drag the Initials button into the document to the location where the signer will need to enter their initials. A pop-up will appear with the available options.

Set the available options:
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to add their Initials in this field.
- Required: "Yes": The Initials box is required to be filled. "No": The Initials box is optional.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Initials field.
- Text Color: Set the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Initials Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Initials Control Field.

<back to list of fillable control fields

 

DATE & TIME STAMP

Drag the Date & Time Stamp button into the document in the location where the system is to auto-populate the date & time the document was executed. A pop-up will appear with the available options.

Set the available options:
- Signer: Select the appropriate signer the control is assigned to, if the document is sent to more than one recipient. The timestamp will auto-populate upon completion of the document by this signer.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Date & Time Stamp Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Date & Time Stamp Control Field.

Note: This field is not visible to the signer when they open the document for signing. The RSign system auto-populates the Date & Time information of when the signers complete the signing process.

<back to list of fillable control fields

 

NAME

Drag the Name button into the document to the location where the signer will be asked to add their name. A pop-up will appear with the available options

Set the available options:
- Signer: if the document is set to be sent to more than one recipient, assign the signer who will need to add their name in this field.
- Required: "Yes": The Name box is required to be filled. "No": The Name box is optional.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Name field.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Name Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Name Control Field.

<back to list of fillable control fields

 

TITLE

Drag the Title button into the document to the location where the signer will be asked to add their title. A pop-up will appear with the available options.

Set the available options:
- Signer: if the document is set to be sent to more than one recipient, assign the signer who will need to add their title in this field.
- Required: "Yes": The Title box is required to be filled. "No": The Title box is optional.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Title field.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Title Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X the icon will delete the Title Control Field

<back to list of fillable control fields

 

COMPANY

Drag the Company button into the document to the location where the signer will be asked to add their Company. A pop-up will appear with the available options.

Set the available options:
- Signer: if the document is set to be sent to more than one recipient, assign the signer who will need to add their Company in this field.
- Required: "Yes": The Company box is required to be filled. "No": The Company box is optional.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Company field.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Company Control Field in the document, the edit and delete buttons appear: 
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Company Control Field

<back to list of fillable control fields

 

EMAIL

Drag the Email button into the document to the location where the signer will be asked to add their Email address. A pop-up will appear with the available options

Set the available options:
- Signer: if the document is set to be sent to more than one recipient, assign the signer who will need to add their Email address in this field.
- Required: "Yes": The Email box is required to be filled. "No": The Email box is optional.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Email field.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Email Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil the icon will bring back the editing window.
- Clicking on the X icon will delete the Email Control Field.

<back to list of fillable control fields

 

DROPDOWN LIST

Drag the Dropdown List button into the document in the location where the signer is to select one option from a dropdown menu. A pop-up will appear with the available options.

Set the available options:
- Signer: if the document is set to be sent to more than one recipient, assign the signer who will need to choose from the Dropdown menu.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Dropdown menu.
- Required: Check the Required box to make this a mandatory field.
- First Line Blank: Check to make the first line of the dropdown menu blank and provide no default answer. If unchecked the first answer in the dropdown will appear by default.
- 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.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Dropdown Control Field in the document, the Edit, Delete and Add Dependencies buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Dropdown Control Field.
- Clicking on the puzzle icon will allow you to create Dependencies.

<back to list of fillable control fields

 

CHECKBOX

Drag the Checkbox button into the document in the location where the signer will be prompted to check a box. A pop-up will appear with the available options.

Set the available options:
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will be required to check a box.
- Checkbox Groups: If checked, the sender has the option of assigning a name to a group of checkboxes and each individual checkbox.
- Required: Check the Required box if this is a mandatory field.
- Pre-selected: When selected, the check box will appear already checked in the document the signer receives.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Checkbox Control Field in the document, the Edit, Delete and Add Dependencies buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Checkbox Control Field.
- Clicking on the puzzle icon will allow you to create Dependencies.

<back to list of fillable control fields

 

RADIO BUTTON

Drag the Radio Button icon into the document to the location where the signer is to select one option from a group. Any number of radio buttons may be assigned to a group. Multiple groups may be added to a single document. 

Set the available options:
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to select a radio button option.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the radio button.
- Group Name: This field assigns the radio button to a specific group of other radio buttons. For example, the group could be named “Animals” and all radio buttons with the same group name will be grouped together. When selecting, the signer will have an option to pick only one radio button within the group.
- Radio Name: This option allows you to name the specific radio button. Radio Buttons are named “Radio” by default. Examples shown in table below.

Group Name	Field	Radio Name
Marital Status	Radio button 1	Single
Marital Status	Radio button 2	Married
Marital Status	Radio button 3	Divorced

- Required (Template Group): Check this box to require the assigned recipient to select an option from this group.
- Pre-selected: When selected, the radio button will appear already checked in the document the signer receives.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Radio Button Control Field an edit and delete button will appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Radio Button Control Field.
- Clicking on the puzzle icon will allow you to create Dependencies.

<back to list of fillable control fields

 

DATE

Drag the Date button into the document to the location where the signer is to enter the date.

Set the available options:
- Signer: if the document is set to be sent to more than one recipient, assign the signer who will need to add a date in this field.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the Date button.
- Required: Check the Required box if this is a mandatory field.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.
- Prefill Current Date for the Signer: When selected, the date will be auto populated in the document the signer receives.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Date Control Field an edit and delete button will appear:
- Clicking on the Pencil Icon will bring back the editing window.
- Clicking on the X icon will delete the Date field.

<back to list of fillable control fields

 

TEXT

Drag the Text button into the document to the location where the signer is to input text.

Set the available options:
- Label: Name the text box.
- Custom Tooltip: You may enter the message that will appear when the user hovers the mouse over the text field.
- Signer: If the document is set to be sent to more than one recipient, assign the signer who will need to add text in this field.
- Required: "Yes": The text box is required. "No": The text box is optional.
- Validation Type: Select what kind of information the signer must enter on that field. Choose from: Text, Numeric, Alphabet, SSN, Zip, Date or Email.
- Length: The default text field length is set to 10 characters. This may be adjusted by resizing the textbox form field control on the document or changing the number of characters in this field.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Text Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Text Control Field.
- Clicking on the puzzle icon will allow you to create Dependencies.

<back to list of fillable control fields

 

LABEL

Drag the Label button into the document to the location where the label is placed. The label is for informational purposes only. It is visible to all parties and not editable. A pop-up will appear with the available options

Set the available options:
- Label: Enter the Label text in the field. This text will be printed on the document and visible to all signers.
- Text Formatting: Set the formatting, font type, text size and/or the color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Label Control Field in the document, the edit and delete buttons appear: 
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Label Control Field

<back to list of fillable control fields

 

HYPERLINK

Drag the Hyperlink control onto the document to the location where you want to add it. A pop-up will appear with the available options.

Set the available options:
- Text to display: Add the text that the signer will see in the document and on which they will click to access the URL. The Hyperlink will be visible to all parties and is not editable.
- URL: Add the URL address.
- Text Formatting: Set the font type and color of the text placed in this field.

To save the control field configuration, press the green checkmark icon.

When the mouse hovers over the Hyperlink Control Field in the document, the edit and delete buttons appear:
- Clicking on the pencil icon will bring back the editing window.
- Clicking on the X icon will delete the Hyperlink Control Field

<back to list of fillable control fields