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Configuring recipient information fields

SigningHub enables you to add certain form fields (i.e. Name, Email, Job title, Company, Text Field, Date Pickers, Radio Button, Check boxes, etc.) to acquire additional information from a recipient. These fields are normally associated with a specific signer/ reviewer/ editor in a document approval workflow, and can also be made mandatory for a particular recipient to fill-in before signing. When specified, such information becomes the permanent part of a signed PDF document. 

To add recipient's information fields,
  1. Add a document.
  2. Open the document to prepare.
  3. Add the document signers, reviewers, and editors as required.
  4. Click the "Next>" button to continue.

  5. Select each signer one by one from the "Workflow Details" caption, to add an exclusive signature field for them. The form fields cannot be added without adding the signature field. In case of selecting a reviewer, signature field will not be required. 
  6. After selecting the signer, click the "Digital Signature" or the "Electronic Signature" option as required, and drop it on the document. A signature field with the signer name is added on the document.
  7. Click the "Name", "Email", "Job Title", "Add Company", "Date", "Text Field", "Radio Button", or "Check box" options (as required) and drop it on the document. A blank text field will be added for each option (form field) in the document. A document recipient can be assigned multiple form fields. 

  8. The added form fields of the recipient. You can drag and drop these fields anywhere in the document by using mouse. Also use the bottom right corner to re-size the field as required. See the below image and table for respective fields description.
    Now take the cursor to any form field, and click  to view and edit its details, or click  to delete the field. The form field will also show the assignee name (recipient) upon taking over the cursor. To remove this association, click the red cross icon  . The unassigned form fields can be filled in by all the configured recipients of the workflow. 
  9. Click the "Share Now>" button to initiate the workflow with these settings. 

Form Fields Table
Assigned to
Field to show the recipient name (signer/ reviewer/ editor) to whom this field has been assigned. You can re-assign the field to any other configured recipient of the workflow.
Font Type Field to select the font type (i.e. Times Roman, Helvetica, etc.) for the recipient to fill this form. The system will remember the selected font for the new form fields as well.
Font Size Field to select the font size for the recipient to fill this form. The system will remember the selected font size for the new form fields as well.
Allowed Length
Field to specify the maximum number of characters, the recipient can enter in this field. By default it is set to 1000 characters.
Required Tick it to mark this field as mandatory. In this case SigningHub will enforce the recipient to fill in the field before signing the document.
Save and Cancel buttons
Click the "Save" button to save the configurations, or click the "Cancel" button to close the dialog.

​1. In case a form field is not assigned to any recipient, then all recipients in the workflow can enter text in that field before singing the document.
2. When a document (with the assigned form fields) is opened, the relevant data (i.e. Name, Email, Job, Company, etc) will be automatically populated in the form fields (editable) from the recipient's profile (i.e. Settings > Profile). The Date form field is always filled with the current date (i.e. Today's date) in the editable mode.
3. Whenever a document is shared, the workflow quota of respective account is consumed, and hence the available count is decreased by one.

See also

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