What are the mandatory 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 make fields optional in ?
You can place optional fields for your recipients to consider. Most often, you want to use an optional signature or initial field. Sometimes you want to place optional fields for your recipients to consider.
Is there a way to merge templates in ?
When merging templates into a single envelope, looks at the Email, the Name, the Role, the Order, and the Action. All five must match between two different templates in order for them to merge. If roles successfully merge under Recipients and Routing, then the associated fields will also merge ownership.
Does have a mail merge feature?
automatically merges the templated document with your recipient list and, importantly, creates a unique copy of the document for each person to sign. Bulk Send eliminates the need to create and send separate envelopes to every person on your list.
How do you hide fields in ?
You can hide sensitive data in a text field, such as a social security number, on a document, by applying the Hide text with asterisks property.
How do I merge fields in ?
Create Merge Fields From the force.com apps drop-down list, select eSignature . Click the Admin tab. Click the Custom Tags tab. The Custom Tags page appears. On the right, click NEW. The Create Custom Tag page appears. Enter the following information to create a custom tag. Click Save to save the custom tag.
How do I group fields in ?
1:11 5:50 How to Create Form Groups in - YouTube YouTube Start of suggested clip End of suggested clip And you click Add group were gonna name the group Im just gonna call this test. And we have toMoreAnd you click Add group were gonna name the group Im just gonna call this test. And we have to choose which office its for we only have one option here. And Im gonna click use selected.
How do I edit fields in ?
Go to My Preferences Signing and Sending Custom Fields.To edit or delete an existing custom field: Locate the field in the Custom Fields list. To edit the field: Click the Actions menu and select Edit. Change the properties as desired and click SAVE. To delete, click the Actions menu and select DELETE.