Work with automatic field detection

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:

• Select the field and press the Delete key on your keyboard.
• Double-click the field and select the Delete Field link in the properties panel.
  
• Right-click the field and select the Delete option from the context menu.

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.

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:

1. Double-click the field to open the properties panel.
   • Or you can right-click the field and select the Edit option from the context menu.
2. Expand the Field Type drop down and pick a type from the menu of fields.
3. Select OK to save the field properties.

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.

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:

1. Double-click the field to open the properties panel.
   • Or you can right-click the field and select the Edit option from the context menu.
2. Expand the Assigned To drop down and pick the recipient from the drop-down that should fill in the field.
   • Prefill fields are completed by the sender before the agreement is generated and sent to the first recipient.    
   • Anyone field can be completed by any recipient. Once the field is completed by any party, the value in the field is locked and other recipients will not have access to it.
3. Select OK to save the field properties.

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,

1. Double-click the field to open the properties panel.
   • Or you can right-click the field and select the Edit option from the context menu.
2. Select the Edit icon  next to the field name, and type in the full name of the field. Note that field names define the column names in reports. Adding a descriptive name for the field will make reading a CSV report (without access to a visual of the form) easier to understand.
   
3. Select OK to save the field properties.