# Adding Signature Placeholders and Fields The **Set Signature** screen allows you to place signature fields and other form components on the document for each participant. This step defines **where and how participants will sign or fill information** before the envelope is sent for execution. ***
### Screen Overview The screen is divided into three primary sections: 1. **Document, Participant, and Fields & Components (Left)** 2. **Document Preview & Field Placement Area (Center)** 3. **Action Controls (Bottom & Top Bar)** *** ### 1. Documents Panel #### Documents * Displays all documents uploaded to the envelope. * Shows document name and page count. * If multiple documents are present, you can switch between them. * Documents are signed in the order defined in the workflow. *** ### 2. Select Participant #### Participant Selector * Use the **Select Participant** dropdown to choose the signer or participant for whom fields are being placed. * Fields added while a participant is selected will be **assigned only to that participant**. * Example shown: **John Doe** > Each participant must have at least one required field (e.g., Signature) to complete signing. *** ### 3. Fields and Components This section contains all available fields that can be dragged and dropped onto the document. #### Signature Fields * **Signature** – Primary signing field for the participant * **Initials** – Used for initials at specific locations *** #### Identity & Metadata Fields * **Name** * **Email** * **Mobile** * **ID Number** * **Designation** * **Department** * **Date** These fields can be auto-filled or user-entered based on configuration. *** #### Form Fields * **Textbox** – Free text input * **Drop Down** – Select from predefined values * **Radio Button** – Single selection * **Checkbox** – Multiple selections Used for agreements requiring additional data capture beyond signatures. *** #### Additional Components * **Photo** – Capture or upload an image * **Stamp** – Apply a predefined stamp (if added in profile) * **QRCode** – Embed a QR code linked to verification data * **QR Disclaimer** – Displays verification or legal disclaimer text linked to the QR code *** ### 4. Document Preview & Field Placement #### Drag and Drop Placement * Drag any field from the left panel and drop it onto the document. * Resize and reposition fields using corner handles. * Each field displays action icons: **Settings (⚙️)** – Configure field properties (mandatory/optional, format, validation) Clicking the **Settings (⚙️)** icon opens the **Properties** panel, where you can configure additional options for the selected field.\ The available settings vary depending on the field type.
Common configuration options include: * **Select Page** – Choose whether the field appears on the current page only or other pages. * **Tag Name** – Define a unique identifier for data mapping (used in bulk document generation). * **Visibility** – Control whether the field is visible to the signer (available for select components). * **Font & Display Settings** – Adjust font style, size, alignment, and color (for text-based fields). * **Tab Index** – Set the navigation order when moving through fields using the keyboard. * **Caption** – Add a label or helper text for the field. * **QR Inclusion** – Specify whether the field value should be embedded into a QR code. > **Note:** Some advanced options such as **Mandatory**, **Validation**, **Max Length**, and **Multiline** are available only for specific fields (for example, Textbox) and will appear in the Properties panel only when supported. **Delete (✖)** – Remove the field *** #### Signature Appearance * Signature fields visually show how the signature will appear to the signer. * Example includes: * Full signature * Initials * Signer name and signing indicator *** ### 5. Toolbar & Navigation Controls #### Top Bar * **Document Navigation Controls** – Move between pages * **Click to change appearance** – Customize signature appearance (font/style, where permitted) *** #### Bottom Controls * **Modify Participants** – Go back to edit signer details * **Save as Draft** – Save the envelope without sending * **Next** – Proceed to the final step to review and send the envelope *** ### Best Practices * Ensure each signer has at least one **mandatory signature field**. * Place fields clearly and avoid overlapping content. * Use initials for multi-page documents where required. * Verify participant selection before placing fields. *** ### What Happens Next? After completing field placement: * The envelope is finalized * Signing requests are sent to participants * Audit trail and completion certificate are automatically generated upon completion *** ### Common Questions **Can I place fields for multiple participants?**\ Yes. Select each participant from the dropdown and place fields separately. **Can fields be optional?**\ Yes. Field properties allow marking fields as optional or mandatory. **Can I edit fields after sending?**\ No. Fields must be finalized before sending the envelope. **Can signature controls be placed on multiple pages?**\ Yes. Signature, initials, and other fields can be placed on any page of the document. This allows signatures or initials to be applied across multi-page documents as required by the workflow. **Can I have both initials and a full signature on the same document for the same user?**\ Yes. A single participant can be assigned both initials and full signature fields within the same document. This is commonly used when initials are required on internal pages and a full signature is required on the final page. **Can I place more than one signature for the same user?**\ Yes. Multiple signature fields can be placed for the same user on a document. Each signature is independently recorded and cryptographically bound to the document. **Are all fields mandatory by default?**\ No. Fields can be configured as mandatory or optional. Mandatory fields must be completed by the participant before the signing process can be completed. **How can I verify a document when it is printed or accessed offline?**\ Printed or offline documents can be verified using embedded QR codes (if enabled), standard PDF signature validation tools, and the completion certificate, which contains document hashes, timestamps, and signer details. **Will the signature remain valid if the document is downloaded or shared?**\ Yes. Once signed, the document is cryptographically sealed. Any changes made to the document after signing will invalidate the signature and be detectable. **Can I move or resize fields after placing them?**\ Yes. Fields can be moved and resized until the envelope is sent. After sending, field placement cannot be modified. **Can different participants sign on different pages of the document?**\ Yes. Fields can be assigned to different participants and placed on different pages according to the defined signing workflow. **How is signer identity captured and recorded?**\ Signer identity is captured through configured authentication mechanisms and recorded in the audit trail along with timestamps, IP address, and document hash. **What happens if a participant skips a mandatory field?**\ The participant will not be able to complete the signing process until all mandatory fields assigned to them are completed. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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