The Fields Editor opens automatically after completing the envelope or template creation wizard. It is where you place fields on your documents to define exactly where each recipient needs to interact — sign, fill in their name, enter a date, and so on.
¶ Layout overview
The editor is divided into four main areas:
- Left sidebar — the available fields panel and recipient selector.
- Center — the document canvas where fields are placed.
- Right sidebar — envelope settings and page navigation.
- Top bar — envelope name, document selector, and action buttons.
¶ Top bar
| Element | Description |
|---|---|
| Envelope name | Displayed at the top center. Shows the name of the envelope or template being edited. |
| Documents | A dropdown next to the envelope name listing all documents attached to the envelope. Switch between documents to place fields on each one. |
| Exit | Opens a pop-up asking whether to exit without saving, save changes, or continue editing. |
| Save / Send | For envelopes, sends the envelope to recipients once all required fields have been placed. For templates, saves the template and closes the editor. |
¶ Recipients
The recipient selector appears in the top-left corner of the editor. Click it to switch between recipients and assign fields to each one. Each recipient is color-coded — fields placed for different recipients appear in distinct colors on the document, making it easy to see at a glance which fields belong to whom.
¶ Fields panel
The left sidebar lists all field types that can be dragged onto the document. Drag any field from the sidebar and drop it onto the desired position on the document canvas.
| Field | Description |
|---|---|
| Signature | A signature field. The recipient's saved signature is applied here when they sign. |
| Initial | An initials field where the recipient places their initials, typically used to acknowledge specific sections of a document without a full signature. |
| Date | A date field. Automatically populated with the date the recipient signs the document. |
| Name | A name field. Automatically populated with the recipient's name. |
| An email field. Automatically populated with the recipient's email address. | |
| Company | A company field for the recipient to enter their organization name. |
| Title | A title field for the recipient to enter their job title. |
| Text | A free-text field for the recipient to enter any text input. |
| Checkbox | A checkbox the recipient can check or uncheck. |
| Radio | A radio button for single-choice selection among a group of options. |
| Number | A numeric input field. Validated to accept numbers only when filled by the recipient. |
| Attachment | Allows the recipient to attach a file as part of their response. |
| Note | A read-only text note visible to the recipient but not filled in by them. |
| Drawing | A freehand drawing field the recipient can draw in. |
| Stamp | A stamp field for applying a predefined stamp image to the document. |
Fields with automatic population — Name, Email, and Date — are filled in automatically when the recipient signs and do not require manual input. Other fields are validated when the recipient fills them in, for example the Number field only accepts numeric values.
¶ Field properties
Clicking a placed field on the document canvas opens a properties panel with five tabs:
| Tab | Description |
|---|---|
| Position & Size | Set the exact position (X, Y coordinates) and dimensions (width, height) of the field on the document. |
| Text styling | Configure the appearance of text inside the field — font size (6–72), font family, text alignment (left, center, right), text style (bold, italic, underline), and text color. |
| Properties | Configure field behavior:
|
| Duplicate | Creates a copy of the field with the same size, styling, and properties. |
| Delete | Removes the field from the document. A confirmation prompt appears before the field is deleted. |
¶ Right sidebar
The right sidebar contains four icon buttons for envelope-level settings, and page navigation at the bottom.
| Button | Description |
|---|---|
| Pages preview | Displays a thumbnail preview of all pages in the current document. Also allows you to add or remove documents from the envelope. |
| Save | For envelopes: save as a draft, save as a template, or download the document. For templates: save the template or download the document. |
| Envelope settings | Edit the message, reminders, and expiration settings set during the wizard. Changes here override the wizard settings. |
| Recipient settings | Edit the recipient configuration — names, emails, roles, MFA, and signing order — set during the wizard. |
¶ Navigation
Below the settings icons, the page navigation controls let you move between pages of the current document and zoom in or out on the canvas.