Configure form filling

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You can also configure the form filling functionality for PDF compliant forms in a template. In this regard, the fields of a PDF form can be assigned to specific recipient(s). When the workflow related to this template is initiated, SigningHub will allow only the specified recipient(s) to fill in the assigned fields upon their turn. 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.

You can also make it mandatory for any recipient to fill in the form field(s), in this case the document cannot be signed without specifying data in those form field(s). Once specified, such information becomes the permanent part of a signed PDF document.


Configure form filling settings in the template

After you have:


  1. Take the cursor to the desired field of the PDF form, and click  appearing on it. 

  2. The "Form Field" dialog will appear. 


  1. Repeat the above steps to configure other fields on the PDF form.


  1. SigningHub allows the assigning of form fields, as well as all other basic form components such as radio buttons, check boxes and drop down lists in a template. 
  2. 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.