Add fillable fields to the document placeholder to use it for setting up bots and steps. When the fillable field names in an uploaded document match the names of the placeholder fields, the document's fields will be automatically assigned to specific steps and/or used by the bots to pre-fill or update the data. Let’s see how it works:
Note: Only workflow administrators can create and manage fields on a document placeholder.
1. On the placeholder canvas, select Add new field. The Add new field dialog opens.
2. In the Field type dropdown, select the type that matches the corresponding field in your document (for example, Text, Date, or Signature).
2.1.In the Field name field, enter a name that exactly matches the field name in the document you plan to upload.
2.2.Configure the field options as needed.
2.3.Select Add to save the field.
In the current example, we’ve created the following fields in the Document placeholder:
Field options
Required field - when enabled, the recipient cannot complete the step without filling in this field. Use this for fields that are critical to the workflow, such as a signature or a contract date.
Allow field drag & drop during signing - when enabled, the recipient can reposition this field on the document during the signing session. This is useful when the uploaded document varies in layout and the field placement cannot be fixed in advance. When disabled, the field stays in the position defined by the document template.
To edit or remove a field, click the three dots next to the field you need. Then, select the corresponding option.
That’s it! Once the document is uploaded, the document placeholder fields will match the document fields. As a result, they will be automatically assigned to steps or used by bots.