The Automatic Field Detection feature in the authoring environment is enabled by default for all tiers of service.
An improved version of automatic form field detection is in limited deployment on the NA1, NA2, and NA4 environment.
Accounts on these shards have improved machine learning logic for placing form fields. Other shards will be added to the distribution in future releases.
When uploading a new form to the authoring environment, Adobe Acrobat Sign evaluates the document and identifies landmarks on the page that indicate where candidate fields are likely needed.
Candidate fields that are in close proximity to a signature field type are further evaluated to determine if the field types are predictable, and will attempt to place the logical field type (for example: Full names, Signature dates, Titles, Companies).
Candidate fields can be accepted as placed, deleted, or converted to other field types by the author.
Field detection is automatic when a document is sent to the Authoring environment. This includes the process for creating a template, a web form, or during an individual sending event.
Field detection does not trigger if:
The author should evaluate each field to set the field properties, particularly if the agreement is designed for more than one recipient.
It is recommended to first delete any extra fields that were placed incorrectly.
You can select multiple fields by holding down the Shift key, and then using your mouse to click the form, and draw a box. All fields that touch the described area are selected.
You can then move or delete the group of fields.
Then resize/move any fields that were misplaced.
Place any missed fields as required.
Once the form has only the fields needed, review each field in turn by opening it with a double click.
Provide a meaningful name so that reports are easier to read, and data-mapping is easier to design.
To rename a field, click the Edit icon next to the field name, and then type in the full name of the field.
If the form requires the first recipient to enter all content, then the default Assigned To value is exactly what you need.
However, if there is a need for the sender to prefill any fields, or if there are multiple recipients, the Assigned To field should be checked and adjusted as needed.
Another thing to evaluate at the field level is the Field Type.
Most placed candidate fields are Text fields. However, they can easily be converted to most of the other common single-line field types:
Automatically placed fields support all of the normal field options like field validation rules, conditional statements, font appearance tools etc.
Progress through the document, updating/verifying the fields as you go.
When all fields are in place, click Save, or Send to complete the authoring process.
If you are creating a template, the fields are fully editable from the Manage page.
If you leave the authoring environment before saving or sending, the document can be found on your Manage page in the Draft section, but all field placement is lost.
The Automatic Field Detection feature can be enabled or disabled at the Account and/or Group level by Acrobat Sign Support only.
Group level settings are permitted and will override the Account level values.
Agreements with a total page count over 25 pages will not trigger automatic field detection.