What is the Signer Email Field
This field captures the email of the signer at a desired location on the document. The email will automatically be populated as the email address of the signer provided by the sender.
Signer email field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms, or want to view this field value in form report, or want to propagate same value to similar named fields. - Description(optional):
You can provide any instructions or description for the field that will appear as a help tooltip when you hover over it while filling out. - Party Responsible:
Select the party from the drop down which is responsible for filling this field. - Value Mandatory:
Selecting ‘Value Mandatory’ will highlight the field with a red border and the document recipient or signer MUST provide a value for this field while signing the document in order to complete the electronic signature process. - Font Size:
You may change the default font size of the text for the signer email. - Font Color:
You may select the font color as per your choice for the signer email. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggest, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in tab order.
What is the Signer Name Field
This field captures the signer’s name on the document. The name will automatically be populated as the name of the signer provided by the sender.
Signer name field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms, or want to view this field value in form report, or want to propagate same value to similar named fields. - Description(optional):
You can provide any instructions or description for the field that will appear as a help tooltip when you hover over it while filling out. - Party Responsible:
Select the party from the drop down which is responsible for filling this field. - Value Mandatory:
Selecting ‘Value Mandatory’ will highlight the field with a red border and the document recipient or signer MUST provide a value for this field while signing the document in order to complete the electronic signature process. - Font Size:
You may change the default font size of the text for the signer name. - Font Color:
You may select the font color as per your choice for the signer name. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggest, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in tab order.
What is the Text Box Field
This field allows you to enter multiple lines of text e.g. address or comments or subjective description.
Text Box field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms or want to view this field value in form report or want to propagate the same value to similarly named fields. - Description(optional):
You can provide any instructions or descriptions for the field that will appear as a help tooltip when you hover over it while filling out. - Party Responsible:
Select the party from the drop-down which is responsible for filling this field. - Value Mandatory:
Selecting ‘Value Mandatory’ will highlight the field with a red border and the document recipient or signer MUST provide a value for this field while signing the document in order to complete the electronic signature process. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggests, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in the tab order.
What is the Attachment Field
This field allows the signer to upload any assisting document/image file. This field can be mandatory or optional.
After the documents are completed, attachment tags are not displayed on the document anymore but the attachments show up on the right-hand side pane under the attachment tab. Attachments are also zipped and presented to the signer in the email when the executed documents are downloaded.
Attachment field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms or want to view this field value in form report or want to propagate the same value to similarly named fields. - Description(optional):
You can provide any instructions or descriptions for the field that will appear as a help tooltip when you hover over it while filling out. - Party Responsible:
Select the party from the drop down which is responsible for filling this field. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggest, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in the tab order.
What is the Text Field
In this field you can enter a single line of text. It is used for entering basic values, such as a name, number, or short phrase.
Text field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms, or want to view this field value in form report, or want to propagate same value to similar named fields. - Description(optional):
You can provide any instructions or description for the field that will appear as a help tooltip when you hover over it while filling out. - Party Responsible:
Select the party from the drop down which is responsible for filling this field. - Value Mandatory:
Selecting ‘Value Mandatory’ will highlight the field with a red border and the document recipient or signer MUST provide a value for this field while signing the document in order to complete the electronic signature process. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggest, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in tab order.
What is the Check Box Field
A checkbox is commonly used when more than one option may need to be selected. Checking the box would enable that option and unchecking it would disable it.
Check-Box field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms or want to view this field value in form report or want to propagate the same value to similarly named fields. - Description(optional):
You can provide any instructions or descriptions for the field that will appear as a help tooltip when you hover over it while filling out. - Check Box Group(optional):
Grouping a set of checkboxes is helpful when you want to control the behavior of related checkboxes such as allowing only one or more checkboxes to be checked in a group or make minimum one checkbox mandatory to be checked from the group.
Enter the checkbox group e.g. 1, 2, 3, etc. or name of your choice.
Select other options below to allow checking one or more checkboxes in a checkbox group and making them mandatory.
IMPORTANT: You don’t need to enter the checkbox group for the optional independent checkboxes. - Check Box Group Mandatory:
Checkbox Group’ value must be assigned first in order to make the checkbox group mandatory. If the ‘Checkbox Group Mandatory’ box is selected, one of the check-boxes in that group must be checked prior to signing.
‘Checkbox Group Mandatory’ can also be assigned to a single checkbox to ensure it is checked prior to signing. - Party Responsible:
Select the party from the drop-down which is responsible for filling this field. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggests, when the user hits the tab button. It will take him/her to the fillable field assigned the next higher number in the tab order.
What is the Date Field
This field captures the data entered by the signer. Date field can be used on the template or document as a fillable field e.g. date of the agreement, date of birth, date of expiration of the contract.
Date field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms, or want to view this field value in form report or want to propagate the same value to similarly named fields. - Description(optional):
You can provide any instructions or description for the field that will appear as a help tooltip when you hover over it while filling out. - Date Format:
Select the format for the date field to be filled out by the signer. Hint: If you select the date format in the account settings, you don’t need to individually select the date format. You can always override the value at each template or document level and select a different format from the defaulted one. - Party Responsible:
Select the party from the drop-down which is responsible for filling this field. - Value Mandatory:
Selecting ‘Value Mandatory’ will highlight the field with a red border and the document recipient or signer MUST provide a value for this field while signing the document in order to complete the electronic signature process. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process online. As the name suggests, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in the tab order.
What is the Date Signed Field
This field captures the date on which the document is signed. The date will automatically be populated as the current date at the time of signing.
The date signed field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms or want to view this field value in form report or want to propagate the same value to similarly named fields. - Description(optional):
You can provide any instructions or descriptions for the field that will appear as a help tooltip when you hover over it while filling out. - Date Format:
Select the format for the date field to be filled out by the signer.
Hint: If you select the date format in the account settings, Also, you don’t need to choose the date format individually.
You can always override the value at each template or document level and select a different format from the defaulted one. - Party Responsible:
Select the party from the drop-down, which is responsible for filling this field. - Value Mandatory:
Selecting ‘Value Mandatory’ will highlight the field with a red border and the document recipient or signer MUST provide a value for this field while signing the document to complete the electronic signature process. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field. Select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Also Mandatory field setup as dependent becomes conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggests, when the user hits the tab button. It will take him/her to the fillable field assigned the next higher number in the tab order.
What is the Dropdown Field
This field allows the user to choose a single option from a list of multiple options from a dropdown field.
Text field properties:
- Name(optional):
This field is only required when you update this field value using Online Forms or want to view this field value in form report or want to propagate the same value to similarly named fields. - Description(optional):
You can provide any instructions or descriptions for the field that will appear as a help tooltip when you hover over it while filling out. - Party Responsible:
Select the party from the drop-down which is responsible for filling this field. - Dropdown options:
You may add the options for the dropdown field. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggests, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in tab order.
What is the Initials Field
‘Initials’ is a mandatory field which is used for capturing the initials of the signer.
Initials Field Properties:
- Party Responsible:
Select the party from the drop-down which is responsible for filling this field.
What is the Secured Field
Secured fields allow you to mask part of the information provided by the recipient or signer such as Social Security Number or Drivers License etc. Secured fields are encrypted in the database. Foxit eSign displays only a selected number of characters to the other signers. The full value of the field can only be retrieved via the report.
Secured Field Properties:
About Secured Field:
You can use secured fields when you require sensitive data like SSN, Credit Card, Bank Account Number, etc. You can mask the field information and prevent anyone from seeing the document or downloaded PDF after saving sensitive information.
Based on your company settings, either the author of the document or secured field administrator can only view this information in a downloaded Excel report.
In the company settings page, you can set ‘Restrict Secured Field Access to Authorized Users Only’ to Yes for only secured field admins to see. If you choose this option, you will need to enable the account users.
Who are granted secure field access by updating user profile: Allow Secured Field Access’. If you don’t set these Account and user-level access profiles, the sender will get the access to secured fields by default via a report in an offline mode.
- Name(Optional):
This field is only required when you update this field value using Online Forms or want to view this field value in form report or want to propagate the same amount to similarly named fields. - Description(optional):
You can provide any instructions or descriptions for the field that will appear as a help tooltip when you hover over it while filling out. - Characters to Display (default is 0):
Enter the number of last few characters that will be visible to the users for this secured field. All but ‘Number of Characters to Display’ will be masked. Example: If the signer provides 9 digit social security (999-111-1011) and characters to display is set to 4, display for SSN field will appear as ‘XX-XX-1011’. - Party Responsible:
Select the party from the drop-down, which is responsible for filling this field. - Value Mandatory:
Selecting ‘Value Mandatory’ will highlight the field with a red border, and the document recipient or signer MUST provide a value for this field while signing the document to complete the electronic signature process. - Mark it as Dependent Field:
You can make this field dependent on any other field values. To set a field dependent on another field, select the values of the independent field that will enable the signer to see the dependent field. Dependent fields can be set as mandatory or optional. Mandatory field setup as dependent become conditionally mandatory. - Tab Order:
Tab order is a numeric value to determine the order in which the fields are filled out during the document eSigning process. As the name suggests, when the user hits the tab button, it will take him/her to the fillable field assigned the next higher number in the tab order.
What is the Signature Field
It is a mandatory field that is used for capturing the signature of the signer.
Sign field properties:
- Party Responsible:
Select the party from the drop-down which is responsible for filling this field. The signature field is always mandatory for the signer to complete.
If there are multiple signatures on the form, the signer needs to record the font style or other signature type only once. After signing one time, the remaining signatures are populated on the document when you click on each signature field. Foxit eSign ensures that each section of the documents is signed after reviewing the content.