# 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.

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<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F8DFT2XLc5yhV3DnQxhQk%2Fimage.png?alt=media&#x26;token=3532b005-7276-4ec1-a9c0-0075ea5b07c2" alt=""><figcaption></figcaption></figure>

### 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)**

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### 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.

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### 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.

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### 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

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#### Identity & Metadata Fields

* **Name**
* **Email**
* **Mobile**
* **ID Number**
* **Designation**
* **Department**
* **Date**&#x20;

These fields can be auto-filled or user-entered based on configuration.

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#### 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.

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#### 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

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### 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.

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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

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#### Signature Appearance

* Signature fields visually show how the signature will appear to the signer.
* Example includes:
  * Full signature
  * Initials
  * Signer name and signing indicator

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### 5. Toolbar & Navigation Controls

#### Top Bar

* **Document Navigation Controls** – Move between pages
* **Click to change appearance** – Customize signature appearance (font/style, where permitted)

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#### 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

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### 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.

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### 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

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### 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.