Add data fields
There are certain types of data fields, which you can assign to each recipient/ placeholder in a workflow. They are:
- Add signature fields
- Add in-person signature fields
- Add initials fields
- Add miscellaneous information fields
- Configure form filling
- Add QR Code
- Add Unique Identifier
After adding the data fields, click the "Share Now" button to send off the documents package.
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See Also
- New workflow button
- Add a document
- Add recipient(s) and placeholder(s)
- Configure workflow type
- Configure special privileges
- Add email message
- Add comments
- Add attachments
- Merge documents
- Save your configurations in a template
- Apply a template on your document(s)
- Change a recipient/ placeholder after sharing