Templates
Add fields and signer roles
Define who signs, place fields, set requirements, and validate the recipient experience.
Template creators12 minutes
Before you begin
- A template with rendered document pages
What you will complete
- A template schema that clearly assigns every input to a signer
Design signer roles first
A role represents a participant in the workflow, not a specific person. Use stable names such as Employee, Manager, Tenant, or Landlord so the same template can be reused.
- Use one role for each person who must independently complete fields.
- Use signing order when a later role should receive the request only after an earlier role completes.
- Choose one owner role when your organization should auto-sign before external recipients.
Place and configure fields
- 1Select a roleChoose the intended signer before adding fields so new fields inherit the correct role.
- 2Place the fieldDrag the field onto the document, resize it to match the source, and keep labels from obscuring contract text.
- 3Configure behaviorSet the field name, requirement, default value, read-only state, options, validation, or signing reason where supported.
- 4Repeat and previewComplete every role, save, then preview the form from the perspective of each signer.
Run a quality check
- Every required field belongs to the correct role.
- Fields do not overlap each other or important document text.
- Checkbox and radio choices have clear labels.
- The signing order matches the business process.
- The form is usable at mobile width.