The short answer

A field works correctly only when it is positioned, assigned to a recipient and marked required where appropriate.

Availability: Available to accounts with access to Booking System or Document Editor. Providers and advanced controls depend on account configuration.

Step-by-step

  1. Add execution fields

    Use Signature for execution, Initials for clause or page acknowledgement and Date for the required date.

  2. Collect information

    Use Textbox for signer-entered values, Dropdown for controlled choices and Checkbox for explicit acknowledgement.

  3. Request supporting files

    Use File Upload only for material you are authorized to collect and retain.

  4. Use Verify ID carefully

    Identity verification may require an upgraded plan. Explain its purpose and minimize personal data.

  5. Configure properties

    Set label, placeholder, options and validation where displayed, assign the signer and enable Required only when necessary.

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