Field Types

Available field types for e-signature templates.

Signature Fields

Signature

Full signature field:

• Signer draws, types, or uploads signature
• Required for most documents
• Largest visual impact

Initials

Abbreviated signature:

• Typically 2-3 characters
• For initialing each page
• Smaller than full signature

Text Fields

Text

Single-line text input:

• Names, addresses, etc.
• Can set character limits
• Optional validation

Text Area

Multi-line text input:

• Comments, descriptions
• Scrollable content
• Configurable height

Email

Email address field:

• Validates email format
• Auto-completes if known
• Pre-filled with signer’s email

Name

Full name field:

• Pre-filled with signer’s name
• Can be required
• Auto-formats

Date Fields

Date Signed

Automatically captures signing date:

• Auto-filled when signer signs
• Cannot be modified by signer
• Shows in specified format

Date

User-selectable date:

• Date picker interface
• Configurable format
• Can set date range limits

Selection Fields

Checkbox

Yes/no selection:

• Single checkbox
• Required or optional
• Custom checked value

Checkbox Group

Multiple related checkboxes:

• Select multiple options
• Group validation (require at least one)
• Aligned together

Radio Buttons

Mutually exclusive options:

• Only one can be selected
• Group of related choices
• Required or optional

Dropdown

Select from list:

• Predefined options
• Single selection
• Saves space

Special Fields

Attachment

File upload field:

• Signer uploads a file
• Specify allowed types
• Size limits apply

Payment

Payment capture field:

• Credit card entry
• Integration with payment processor
• Business plan only

Field Configuration

Common Settings

All field types support:

• Label: Field name/purpose
• Tooltip: Help text for signers
• Required: Must complete to finish
• Read Only: Pre-filled, cannot edit

Field-Specific Settings

Each field type has unique options:

• Text: Max length, validation
• Date: Format, range
• Dropdown: Options list
• Signature: Appearance settings

Tips

• Use signature for final sign-off
• Use initials for page acknowledgments
• Pre-fill known information
• Keep required fields minimal
• Use tooltips to guide signers

Next Steps

• Field Placement - Position and configure fields in templates
• Create Templates - Build templates from scratch
• Signing Experience - See how signers interact with fields
• Send for Signature Tutorial - Step-by-step walkthrough