When sending a signature request, you have the option to include hints that guide signers on what to enter into particular text fields.
Follow these steps to add hints to your text fields:
- If needed, learn how to send signature requests in this article here.
- Once you reach the Add Fields section of your request, you will need to perform these actions to edit your document:
- Look for various options for fields on the left-hand editor.
- Select Text, and drop it anywhere on your document.
Tip: You can also add other fields such as a signature, initials, date, and checkbox, and modify their format and style.
Note: Fields are always assigned to a specific individual. Make sure to thoroughly review the recipient of the fields in your document using the right-hand editor, and make any necessary adjustments.
- As you add fields to your document, pay attention to the style editor which will appear on the right-hand side of your screen. With this editor, you can explore available actions:
- Prefill Text: Incorporate prefill text for your recipient's convenience. They will then have the choice to either use the text you've pre-filled or input their own text (optional).
- Field Hint: Type in a hint for your recipient to find.
- Select the font, color, and size of your preference for your text field (optional).
- Click on Next. You have now added your hint!
- Continue with your signature request as prompted.
Note: The moment your recipient enters their text into your displayed text field on the document, your hint will vanish.
- If needed, learn how to send signature requests in this article here.
- Once you reach the Add Fields section of your request, tap on the Text icon shown at the bottom of your screen.
- The text field will then be displayed on your document with a mini toolbar above it. Tap on the Text (T) icon to reach your text's settings. Type and edit your text.
Tip: You can also add other fields such as a signature, initials, date, and checkbox, and modify their format and style.
Note: Fields are always assigned to a specific individual. Make sure to thoroughly review the recipient of the fields in your document using the right-hand editor, and make any necessary adjustments.
- Once your text field is ready, scroll down to find Field Hint, and type your hint. You have the option to play around with font, size, and color also.
- Click on Save, and then Next. You have now added your hint! Continue with your signature request as prompted.
Note: The moment your recipient enters their text into your displayed text field on the document, your hint will vanish.