To simplify your workflow and automate processes, add fillable fields to the document placeholder. When a signer uploads a document with fields that match the names set in the Editor, they will automatically merge, eliminating the need for drag-and-drop during signing. Any unmatched fields will still be added separately.Let’s see how it works:
1. Add placeholder document form as described here.
2. Select Add fillable field to define the fields that will be available in the placeholder
3.In the Add new field pop-up, select the field type and update its name, if needed.
Additionally, you can set the following options:
Required field: the document cannot be completed until the field is filled out.
Allow field drag & drop during signing:signers can move this field within the document during the signing session.
In the current example, we’ve created the following fields in the Document placeholder:
To edit or remove a field, click the three dots next to the field you need. Then, select the corresponding option.
Once the document is uploaded, the document placeholder fields will be available for use. If the uploaded document contains fields with matching names, they will automatically merge. Otherwise, the defined fields will still be added separately and can be assigned to workflow steps or used by bots for automation.
Learn more about how to add fillable fields to the documents you will upload to the document placeholder in this article.