Delete any extra fields that were placed incorrectly.
Often there will be lines or boxes that are interpreted as field candidates that need to be cleaned away or moved to other locations.
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When uploading a new form to the authoring environment, Adobe Acrobat Sign evaluates the document and identifies landmarks on the page that indicate where candidate fields are likely needed.
Candidate fields that are in close proximity to a signature field type are further evaluated to determine if the field types are predictable and will attempt to place the logical field type (for example, Full names, Signature dates, Titles, Companies).
Candidate fields can be accepted as placed, deleted, or converted to other field types by the author.
Field detection is automatic when a document is sent to the Authoring environment. This includes the process for creating a template, a web form, or during an individual sending event.
Field detection does not trigger if:
The author should evaluate each field to ensure the field is placed correctly and to set the field properties, particularly the field name, field assignment, and field type. Field assignment is critical when there is more than one recipient for the agreement.
Automatically placed fields support all of the normal field options like field validation rules, conditional statements, font appearance tools etc.
Delete any extra fields that were placed incorrectly.
Often there will be lines or boxes that are interpreted as field candidates that need to be cleaned away or moved to other locations.
There are three paths to delete a field:
You can select multiple fields by holding down the Shift key, and then use your pointer to click into the form and draw a box. All fields that touch the described area are selected.
You can then move or delete the group of fields.
To delete multiple fields after selection, use the Delete key, or right click one of the selected fields and choose Delete selected feilds.
To move multiple fields after selection, click and drag one of the fields. All of the selected fields will move as one unit.
Resize and move individual fields that are poorly placed.
To resize a field, hover your pointer over the bottom right corner of the field, then click-drag the corner to adjust the field shape.
Move a field by click-dragging the center of a field to the desired location.
In many cases it may be easiest to
Ensure the fields are identified as the correct Field Type.
Most placed candidate fields are Text fields. However, they can easily be converted to the other common single-line field types.
Evaluate your form for the type of content you intend for the field to capture. If it's not simple text, edit the field type and see if there is a more appropriate field type for what you expect.
To review and edit a field type:
Manually place any missed fields by selecting a field from the right-hand panel and drag-dropping it onto the desired location.
The field can be resized and the position can be adjusted as needed.
Automatically placed fields attempt to adapt the field size and shape to the line or box that contains the field.
Manually placed fields are placed using a default field "footprint", and are likely to need to be resized.
If an automatically placed field is deleted, and then manually replaced, the default footprint is used based on the impression that the automatically placed field was somehow defective.
Assign the fields as needed.
If the form requires the first recipient to enter all content, then the default Assigned To value is exactly what you need.
However, if there is a need for the sender to prefill any fields, or if there are multiple recipients, the Assigned To field should be checked and adjusted to ensure that each field is properly assigned to the correct recipient.
To adjust the recipient:
Provide a meaningful name so that reports are easier to read, and data-mapping is easier to design. Taking the time to provide intuitive names now will improve your experience later when reports are generated.
To rename a field,
Progress through the document, updating/verifying the fields as you go.
When all fields are in place, click Save, or Send to complete the authoring process.
If you are creating a template, the fields are fully editable from the Manage page.
If you leave the authoring environment before saving or sending, the document can be found on your Manage page in the Draft section, but all field placement is lost.
The Automatic Field Detection feature can be enabled or disabled at the Account and/or Group level by Acrobat Sign Support only.
Group level settings are permitted and will override the Account level values.
Agreements with a total page count over 25 pages will not trigger automatic field detection.
Automatic Field Detection is processed in one of three server clusters, which may differ from where your other Acrobat Sign data is processed. The server environment used to host the document's authoring determines which server cluster is used for Automatic Field Detection (see below). Please consult with your legal counsel to determine whether Automatic Field Detection is appropriate for your use case.
Authoring environment | Automatic Field Detection server cluster |
---|---|
Na1, NA2, NA3, NA4 | Cluster VA6 in Virginia, USA |
EU1, EU2 | Cluster IRL1 in Dublin, Ireland |
AU1, IN1, JP1, SG1 | Cluster JPN3 in Tokyo, Japan |