To ensure that your signer can fill in the document, you need to assign the fields to the respective step in the workflow. By default, all fields are assigned for the recipient on the first step, which means that ones from another steps will not be able to fill in the document unless the fields are specifically assigned to them.
To make the document easier to manage, consider organizing it into sections or categories, each with its own set of fields. This will help you easily identify and assign the fields to the appropriate steps in the workflow. This approach ensures that the fields are correctly assigned and that users can fill in the necessary information.
To assign fields, click on the needed step and select the Assign fields button in the step settings.
The corresponding document will be opened. You will see the document with all fields checked. If you want to assign a specific field to the step uncheck the necessary ones.
The selected fields will be marked in blue. To uncheck all fields, click Unselect all.
Note: When you add a new step to a workflow, all fields from previous steps are automatically assigned by default. To improve workflow efficiency, start by unassigning fields that aren’t needed in the new step and then assign only the necessary fields manually. Using the "Select/Unselect All" option in the Assignment modal can make this process quicker and easier.
Once all fields are selected, click Done.
If you need to add or remove any fields from the document, click Edit document to be redirected to edit mode.