Adding Fields
The Set Signature step is the third and final stage in setting up a Fixed Form template. In this step, you place signature placeholders and supporting field components on the uploaded document(s) and map them to the respective signatories.
Left Panel Overview
The left panel is organized into three sections:
Documents
All uploaded documents are listed here in the order they were added, along with their page count. Click any document name to switch to it in the preview area. You can also remove a document from the template using the delete icon next to it.
List of Signatories
A dropdown displaying all configured signatories. Select a signatory from this list to activate them — all fields and components placed on the document will be mapped to the currently selected signatory. The active signatory is visually indicated by the colour of the placed fields on the document.
Fields and Components
The following field types are available to drag and drop onto the document:
Signature
Places a signature box at the specified location for the selected signatory.
Initials
Allows the signatory to place their initials at the specified location.
Photo
Captures or displays a participant's photo at the specified location.
Stamp
Adds a stamp component for organisational or compliance purposes.
QRCode
Places a QR code on the document for reference or verification.
QR Disclaimer
Places a QR-based disclaimer banner on the document.
Placing Fields on the Document
Select the signatory from the List of Signatories dropdown to whom the field should be assigned.
Drag the required field from the Fields and Components panel.
Drop it at the appropriate location on the document preview.
Once placed, the field is highlighted in the colour of the selected signatory, confirming correct mapping.
When you switch the selected signatory, fields subsequently placed will be mapped to the newly selected participant. Fields placed for different signatories are colour-coded to help you visually distinguish assignments across the document.
Field Properties
Clicking on any placed field opens the Properties panel on the right. The properties available depend on the field type:
Signature and Stamp
Select Page
Specifies the page on which the field appears. Defaults to the current page.
Tag Name
Optionally assign a unique identifier to the field, useful for tracking or integration purposes.
Invisible
Enable this toggle if the field should be applied without displaying a visible box to the signer.
Initials and Photo
Select Page
Specifies the page on which the field appears. Defaults to the current page.
Tag Name
Optionally assign a unique identifier to the field.
QR Code
Select Page
Specifies the page on which the QR code appears. Defaults to the current page.
QR Disclaimer
Font Settings
Configure the text styling of the disclaimer: Bold, Italic, Underline, text alignment, font size, font family, and font colour.
After configuring the required properties, click Apply to save the field settings. To remove a placed field, click the close icon directly on the field in the document preview.
Navigating Between Documents
If multiple documents have been uploaded, use the document list in the left panel to switch between them. The header of the preview area confirms which document you are currently viewing. Fields and placeholders must be placed on each document separately as required.
Key Notes
The List of Signatories dropdown controls which participant newly placed fields are assigned to. Always verify the selected signatory before placing a field.
Each signatory is colour-coded, making it easy to visually audit field assignments across the document.
The Invisible toggle is available only for Signature and Stamp fields. It is not available for Initials, Photo, QR Code, or QR Disclaimer.
Use the ← Modify Participants link at the bottom of the screen to return to the Add Participants step if any changes are needed.
What Happens Next?
Once all signature placeholders and fields are placed and configured, click Next to complete the Fixed Form template setup. The template will be ready for use and can be activated to initiate signing transactions.
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