Drag and Drop Fields
To place any signer field on a document simply click on any of the choices in the fields section to the left-hand side of the editor. Once the field has been selected click on the document where the field needs to be placed. Dragging the field once it's been placed is also an option to adjust exactly where it needs to be. Select the appropriate field type for the document text.
Field | Description |
|---|---|
Signature | Prompts the assigned profile to sign their full signature in that location |
Initials | Prompts the assigned profile to sign their initials in that location |
Date Signed | Will record the date the document was signed by the profile it's assigned to |
Name | Prompts the assigned profile to add their name in that location |
Prompts the assigned profile to add their email in that location | |
Company | Prompts the assigned profile to add their company name in that location |
Title | Prompts the assigned profile to add their title in that location |
Text box | Prompts the assigned profile to fill in custom text when signing the document OR prompts Groundbreaker to fill in system data before signatures are collected on the document |
Checkbox | Prompts the assigned profile to select one or more checkbox options |
Dropdown | Prompts the assigned profile to select one or more categories |
Radio Group | Prompts the assigned profile to select one or more radio button options |
