With the HelloSign editor, you can use several types of fields to customize your documents for signing.
Signer fields include:
- Dropdown menus
- Radio buttons
- Sign date
How to customize a document
To place any signer field on a document, click on any of the choices in the "Signature fields" list in the left sidebar, then click on the document where the should appear. You can drag the field to adjust its position.
Once the field is in the correct place, you can customize features like:
- Who you’d like to assign the field to
- Font and font size of the field
- Field name, to let signers know what needs to go in the text box
As you edit your document, you’ll see a thumbnail view of all the pages in the right sidebar. When you’re finished, click Next in the upper-right corner to review and send your request.
How to enable the editor will depend on your role and your plan. Admins can switch their teams to the new editor on the Team or API tab within Settings.