Envelope fields¶
As a participant in the envelope processing workflow, you can complete the fields in the documents assigned to your role. Here, you will find several field-related hints
Text¶
A text field is a common field used to store various types of text information, including strings, numbers, and special characters. Text field can be single line and multiline, depends on template configuration of envelope. As mentioned above, you can use any type of character as text field content, and the system will handle the necessary escaping for you. However, if you’re using an API to send or fill the envelope, you must manually escape special characters.
Note
If your text contains one of the following special characters “, <, >, ‘, & and you want to send API request to fill/send envelope, wrap the content which contains special characters into <![CDATA[“<content>”]]>. You can use CDATA with any type of field, text field is just as example
You may need to enter a link in the text field. Our system allows this and will display the content as a clickable link. However, there are several considerations regarding the content transferred to the link
Note
We’re not making modifications to XML you’ve send, we just visualizing links and make them clickable. Links in correct format will be displayed in printable versions of document also as clickable links
Note
Links functionality works only for text, multiline text, duplicate of text, duplicate of multiline text fields