Request info on signing
Collect more than a signature. Add initials, text fields, and checkboxes so signers can fill in extra details (an email, a mailing address, a confirmation tick) at the same time they sign.
What you'll do
- Add initials, text, and checkbox fields to your document
- Place them where you want
- Optionally make them mandatory
If you haven't sent a signature request before, start with Get started with eSignatures.
Add the fields
Once you've created the workflow and added the standard signature and date placeholders to your template, you'll see three more options in the placeholders panel.
- Initials. The signer enters their initials. Useful in contracts where initials are required on each page.
- Text. The signer enters text, like an email address, a mailing address, or any other detail you want to capture.
- Checkbox. The signer ticks a box. Often used to confirm agreement with terms and conditions.
Note: If you need initials on every page, insert the Initials field once per page.
To add a field, click Insert next to the field type in the placeholders table on the right.
Place the field anywhere in the template.
Once the layout looks right, the workflow is ready to run.
What signers see
Recipients fill in each field while signing.
When they're done, they click I Agree to submit the document.
The signed and filled-out document looks like this:
Make fields mandatory
To require all fields to be filled in before the signer can submit, open the Template block in your workflow and toggle Require all fields to be completed on.