Initials field

This field allows you to place your initials on the document.

Hint

This field can be added to structured and PDF documents.

How to add an initials field to the document?

1. To add field to the document, use one of field adding methods with field icon in the Fields tab of template editor menu

2. Field creation form will appear, where you should set field attributes

3. Name - this is a name of a field

4. Role name - this is a role that will be assigned to fill this field

5. Placeholder - this text will be shown inside the field before it is filled in (can be left empty; field`s name will be used instead)

This field also includes additional attributes, which you can access by clicking the “Show advanced settings” button.

6. Tooltip - enables adding a custom tooltip that will be displayed for active fields in the envelope. If left blank, the default tooltip is shown

When all attributes are set, you can click the “Save” button and the field will be added. You can click the field to view or update its properties, and also delete it in the same menu.

Please note that the “Show advanced settings” option is available only while no additional attributes have been added to the field. Once at least one additional attribute is added — either during creation or later in edit mode — this option will no longer appear, and all available attributes will be displayed for editing instead.

How to fill an initials field in the envelope?

1. Open envelope where initials field is located

2. Click the initials field

3. Initials will be automatically generated from your first and last name specified in your user profile and set in the field (if you already specified your initials before, they will be used)

Note

If you want to edit your initials, you can click the filled in initials field. Initials drawing window similar to signature drawing window will open.