✒️ Signer Fields: Where People Sign

Signer fields mark where each signer signs and what they fill in on the signing page. Each field carries the signer's number, so signer 1 fills only the fields marked 1 and signer 2 fills only the fields marked 2.

The built in templates already have the signature blocks in place. You add fields yourself when you write in the editor, or when you want extra details such as a job title or initials.

The field tags:

• [sig:1]: the signature. Every signer needs at least one.
• [initials:2]: a small box for initials.
• [date:1]: filled automatically with the date the signer signs.
• [name:2]: the signer's full name, filled in from the signer list. The signer can correct it.
• [email:2]: the signer's email address as it is on the signer list.
• [text:2|Job Title]: a text box. The words after the bar are the label.
• [check:2|I am authorized to sign for my company]: a checkbox with a label.

Inserting them from the toolbar:

1. Click in the editor text where the field should go.
2. In the toolbar, set Insert field for signer to the signer's number. The list follows the signer rows you have added.
3. Click Signature, Initials, Date signed, Full name, Text box or Checkbox.
4. For Text box and Checkbox, type the label when asked and click OK.

The tag appears at your cursor. The email field has no button: type [email:2] yourself, using the right number.

What the tags look like at each stage:

• In the editor: plain text such as [sig:2], so you can see them, move them or delete them.
• On the signing page: the current signer sees their own tags as live inputs. Other signers' tags show what they entered, a green Signed by mark, or Awaiting followed by their name.
• In the final PDF: the values are filled in and the signatures appear in a Signatures section.

On the signing page:

For the signer whose page it is:

• [sig:N] shows Signature captured below, pointing to the signature area at the bottom
• [name:N], [initials:N] and [text:N|...] are input boxes
• [check:N|...] is a checkbox with its label
• [date:N] shows (dated when you sign)
• [email:N] shows their email address

The values they type are saved with their signature. If they change their name in the name box, that name is used on the certificate.

The number must match the signer row:

Signer numbers follow the order of the rows in the Signers section: the first row is 1, the second is 2. If a template has fields for signers 1 and 2, add two signer rows. A single signer document needs only signer 1.

If you send a document where a signer has no [sig:N] field, it stays a draft and the message names that signer, for example: Signer 2 (Mia Thornton) has no signature field. Use Insert Field to add one. Set the toolbar number to 2 and click Signature where that person should sign.

A real example:

Sam wrote a Website Care Plan Agreement for Whitfield Dental in the editor. Under the fee section, Sam added Client initials to confirm sections 1 to 3: [initials:2]. In the client's signature column Sam added [email:2], [text:2|Job Title] and [check:2|I am authorized to sign for my company]. Grace Whitfield filled her initials, typed Practice Manager and ticked the box before signing.

Tips:

• Place [date:N] next to each signature so the signed date prints beside it.
• Use a checkbox for confirmations, such as I have read the payment terms.
• Keep labels short. Labels can be up to 80 characters.
• Each signer can only fill their own fields. Nobody can fill another signer's fields through their own link.