What are the required fields in ?
Required Field - specifies whether the field is required or optional; required fields must be completed by the recipient to finish the signing process. Only these fields have this property: Signature, Initial, Company, Title, Text, Radio Button, Dropdown, and Attachment.
Who can view envelope custom fields?
Only the sender, users with shared access, and account administrators can see envelope custom fields and values in the envelope details view. However, the fields and their values are included in the Certificate of Completion, and generally, all envelope recipients have access to the Certificate.
What are envelope custom fields in ?
Custom fields can be used in the envelopes for your account to record information about the envelope, help search for envelopes and track information. The envelope custom fields are shown in the Envelope Settings section when a user is creating an envelope in the member console.
What are envelope custom fields?
Read about how administrators use custom fields in envelopes to classify, record, and track information about documents. Custom fields are not visible to recipients. Envelope custom fields are used to classify, record, and track information about envelopes sent for signature.
How do I add custom envelope fields in ?
Go to My Preferences Signing and Sending Custom Fields. To create a new custom field: Click ADD NEW FIELD. Enter the properties for the field.
What does envelope status mean in ?
An envelopes status code indicates where it is in its workflow. This enables you to monitor which envelopes have been completed and which ones are outstanding. In addition, your integration can initiate custom processing based on changes in envelope status.
What is the difference between a document and an envelope in ?
Key elements to : Documents are the actual files that require signatures. You will add tags to the document so your signer knows where to input information. Envelopes are the packages that documents are sent in. To set up your recipients, delivery settings, including messages, you will edit an envelope.
What are the required fields in ?
Required Field - specifies whether the field is required or optional; required fields must be completed by the recipient to finish the signing process. Only these fields have this property: Signature, Initial, Company, Title, Text, Radio Button, Dropdown, and Attachment.
Can you create custom fields in ?
You can create and modify custom fields from the Custom Fields view in your preferences. You can create custom versions of standard fields and save them for reuse on future documents. Define any combination of field properties, such as font type or size, or a validation setting.
How do I group fields in ?
1:03 5:50 How to Create Form Groups in - YouTube YouTube Start of suggested clip End of suggested clip So Im gonna click Add. And let me move my face out of the way there and if we scroll to the bottomMoreSo Im gonna click Add. And let me move my face out of the way there and if we scroll to the bottom youll see here is our test group folder. And I actually created one previously.