Agreement field types

Agreement fields can contain various data. You can determine what type of data can be entered into a field by defining the field type. Adobe Sign has various field types that can be placed on a document. These field types can obtain certain data such as signatures, initials, company, or job title. You can also create a field and customize what type of data can be entered (such as Phone number, or credit card number).

Tick the check box Preview & Add Signature Fields to launch the Drag & Drop Authoring tool. With this tool, fields can be placed on your document. Enable this check box:

  • on the Send page when sending an agreement
  • when creating a library document or template
  • when creating a widget
Preview and Add Signature Fields button


Update in the May Release

The May release introduces a new field option in the authoring field properties: Field Type.

After the release, you will be able to enter the properties of most field types and change them to another type (Signature to Date for example).

This will significantly speed up form creation when used in conjunction with Automatic Field Detection.


Signature fields

The Signer fields

Signature and Initials

Required check box on the field properties

By default, signature and initials fields are mandatory, as the red asterisk denotes. You can deselect the Required check box in the field properties if you want to make them optional. Each signer needs to have been assigned a required Signature field. If a signer does not have a required signature field assigned, or has only been assigned an optional signature field, Adobe Sign adds a Signature block at the bottom of the document.

Signature block

Signature Block field

The signature block is a group of fields. The signature block field cannot be made optional and is always required.

By default, the signature block contains both a signature field, and an e-mail field.

 

Account Admins can adjust what fields are included in the signature block. Title and company name fields can be included in addition to the signature and e-mail fields.

Signature Block Field with all fields added

They can be added by going to the Account page, Signature Preferences and check the options labeled:

  • Require signers to provide their job title when eSigning
  • Require signers to provide their company name when eSigning

Note:

If signature blocks are appearing at the end of the document, the system was unable to find a required signature field for one or more signers. All signers must have at least one required signature field assigned to them.

A signature block is also added when Signature Preferences  have been set to "require signers to provide their job title or company when e-signing" and discrete fields have not been added.

Widgets require both a signature field and an Adobe Sign e-mail field to be present for all signers.

Stamp

Stamp fields can serve double duty as either a stand alone signature, or in support of another signature fields.  For example, you may need to place a personal signature, as well as a corporate seal or Hanko stamp.

Click here for more information on Stamp fields.

Signer info fields

The Signer Info Fields

Signer info fields are used to collect specific information stored in Adobe Sign. Registered users have this information under their profile.

Usually, these fields are automatically populated with the information on record for the assigned user.

Title and Company

Title and Company fields

The Title and Company fields auto-fill with the Title and Company value if the signer already has an Adobe Sign account. If the signer does not already have an Adobe Sign account, they can click in these fields and enter a value. That value is then retained and automatically applied to these field types on documents they sign in the future.

The title and company fields cannot be made optional and are always required fields, as the red asterisk denotes.

The title and company fields can be resized by dragging the hashes in the lower-right corner of the field.

Signer name, e-mail, and date

Full Name, Email, and Date fields

These fields are read-only fields that are automatically populated with the data on file for the signer.

The Signer Name field takes the name value that is entered into the signature field.

The e-mail field is automatically populated with the e-mail address you sent the agreement to.

The Date field is automatically populated with the date the agreement is accessed.

Note:

If you want a custom date value or manually entered e-mail address, use a form field and set it up to have a custom validation.

Data fields

The data fields

Data fields are used to collect additional information from the recipient. It also includes objects the recipient can use to make selections or choose options.

Text field

The Text Field is the most versatile field type. It is a fillable text field, and by default it can have any kind of data entered such as an address or short sentence.

The form field can be resized by dragging the hashes in the lower-right corner of the field.

Note:

By default, Text Fields only support a single line of text. If you want to create a field that can contain multiple lines of text, open the options window for the form field. Then, select Multi-line Data Entry. Scale the field to an appropriate size to accommodate the multiple lines of data.

Text Field properties

Drop down

Drop Down Field Properties

The Dropdown field is a list of selections, in which only a single selection can be made from that list. An example would be a drop-down list of states, where the signer can only select a single state from the list.

The drop-down field can be resized by dragging the hashes in the lower-right corner of the field.

Checkboxes and radio buttons

Check Box Properties

Checkboxes are toggle objects and can be checked or deselected at any time. This option is useful for "check-all-that-apply" cases, or as a toggle for a single selection, like opting in for future contact.

 

 

Radio Button Properties

Radio buttons are grouped together. The group requires a minimum of two buttons and only allows a single radio button to be selected in the group at any time. If another radio button in that group is selected, the others are deselected. This is ideal for "one-or-the-other" options, like Yes or No.

Images

The Image field can be used to have a recipient attach an image that can later be exported for use. Student ID images, or scanned images of documents like a social security card are possible.

Check here for more details on Image fields

More fields

The More Fields tab

File attachment

File attachment field properties

The file attachment field is only available to Enterprise level accounts or higher and can be used to attach documents or images to the transaction.

File Attachment fields can be used to collect supporting documents or images from signers during the signing process. The uploaded documents are included as part of the signed document and are attached at the end of the signed agreement after the signature process is complete.

The file attachment field can be resized by dragging the hashes in the lower-right corner of the field.

Note:

Attachments are limited to 25 pages and 5 MB.

Note:

Supported formats: PNG, JPG, JPEG, GIF, BMP, PDF, DOC, DOCX, WP, TXT, RTF, HTM, or HTML

Hyperlink

Hyperlink field properties

The hyperlink field is only available to Enterprise level accounts or higher and can be used to navigate the user to a location within the document or to an external URL.

The hyperlink field can be resized by dragging the hashes in the lower-right corner of the field.

Transaction Fields

Stamps tab

Participation Stamp

Participation Stamp Properties

Participation stamps are applied after the agreement is signed by the assigned recipient. As such, they cannot be accessed or edited by the recipient.

The stamp includes the recipient’s name, signing time and email address.

Transaction Number

Transaction Number Properties

The Transaction Number stamp will auto-populate with the unique identifying number that indicates the agreement in the Adobe Sign system.  Recipients cannot directly interact with the field.

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