# Adding Fields

After uploading documents, adding signatories, and placing signature placeholders, you can add **fields and components** to capture structured input from participants.\
This is a **key capability of Flexi Form templates** and a major difference compared to Fixed Form templates.

In a Flexi Form template, fields are **fillable during workflow initiation or signing**, allowing the document content to adapt dynamically based on user input.

#### Available Field Components

From the **Drag fields and components** panel on the left, the following field types are available in a Flexi Form template:

**Text & Identity Fields**

* **Name**
* **Department**
* **Designation**
* **Mobile**
* **Email**
* **ID Number**
* **Textbox**

**Selection Fields**

* **Checkbox**
* **Radio Button**

**Signature-Related Components**

* **Initials**
* **Photo**
* **Stamp**

**Reference & Compliance Components**

* **QR Code**
* **QR Disclaimer**

These components allow you to design fully interactive documents where users can enter, select, or confirm information as part of the signing flow.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F6r7r8HVpYXAQ8euvqbyL%2Fimage.png?alt=media&#x26;token=58c190ef-0c42-452c-9e33-7df06c3c471c" alt=""><figcaption></figcaption></figure>

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#### Placing Fields on the Document

To place a field:

1. Drag the required field from the left panel.
2. Drop it at the appropriate location on the document.
3. Once placed, the field is visually highlighted and becomes configurable.

**Visual Mapping to Signatories**

* Each field automatically inherits the **color of the currently selected signatory**.
* When you switch the selected signatory, the field color updates accordingly.
* This color-coding helps ensure fields are mapped to the **correct participant**, especially in multi-signer workflows.

Fields can be positioned anywhere on the document and are independent of signature placeholders.

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2FdmlYs1Dffodzjdqf8nvg%2Fimage.png?alt=media&#x26;token=7f039030-f41f-482f-995a-977963debeda" alt=""><figcaption></figcaption></figure>

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### Field Properties

FlexiForm templates support multiple fillable field types. Each field provides configurable properties to control ownership, appearance, validation, and data mapping.

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#### Common Properties

*(Applicable to Name, Department, Designation, Mobile, Email, ID Number, and Textbox)*

* **Assigned To** – Specifies the signatory responsible for filling the field.\
  Field color reflects the selected signatory.
* **Font Settings** – Style (Bold/Italic), alignment, size, font family, and color.
* **Tag Name** – Unique identifier used for CSV/XLS mapping in bulk workflows.
* **Tab Index** – Controls keyboard navigation order.
* **Caption** – Displays a label or descriptive text.
* **QR Code (Optional)** – Includes the field value in the generated QR code.

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#### Field-Specific Properties

**Name / Department / Designation / Mobile / Email / ID Number**

All these fields share the same configuration:

* Assigned To
* Font Settings
* Tag Name
* Tab Index
* Caption
* QR Code (Optional)

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**Textbox**

Includes all common properties, plus:

* **Mandatory** – Makes the field required.
* **Box View** – Toggles bordered input.
* **Placeholder** – Hint text inside the field.
* **Max Length** – Character limit.
* **Tool Tip** – Help text on hover.
* **Validation** – Input validation (e.g., numeric, email).
* **Multiline** – Allows multi-line input.

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**Checkbox**

Used for selections or acknowledgements:

* Mandatory
* Assigned To
* Group Name
* Placeholder
* Font Size
* Tag Name
* Tab Index
* Caption

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**Radio Button**

Used when only one option must be selected:

* Assigned To
* Group Name (single selection enforced per group)
* Placeholder
* Font Size
* Tag Name
* Tab Index
* Caption

<figure><img src="https://1693119202-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXNKpOPGIHdEkmaF2RQso%2Fuploads%2F9x9MPbSzzeIVp81dD33x%2Fimage.png?alt=media&#x26;token=97c9f9e0-7a0b-49e3-b442-a9e0dd452566" alt=""><figcaption></figcaption></figure>

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### Saving or Removing a Field

* After configuring the required properties, click **Apply** to save the field configuration.
* If a field is no longer required, click the **close** icon on the field to remove it from the document.
