> For the complete documentation index, see [llms.txt](https://support.emsigner.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.emsigner.com/initiate-and-sign-envelopes/using-templates/creating-and-managing-templates/configure-a-flexi-form-template/adding-fields.md).
# 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.
***
#### 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.
***
### Field Properties
FlexiForm templates support multiple fillable field types. Each field provides configurable properties to control ownership, appearance, validation, and data mapping.
***
#### 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.
***
#### 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)
***
**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.
***
**Checkbox**
Used for selections or acknowledgements:
* Mandatory
* Assigned To
* Group Name
* Placeholder
* Font Size
* Tag Name
* Tab Index
* Caption
***
**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
***
### 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.
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