In this tutorial, we'll go through how you can use the Fill & Sign Editor to set up the form of a Fill & Sign Document.
NOTE: If you haven't created a Fill & Sign document yet, take a look at Creating your first Fill & Sign Document.
Once a Fill & Sign Document has been created, you can open it within the Fill & Sign Editor. The PDF form will look something like this:
Textfields
In the first part of this demo document, there are 4 boxes that need to be filled in.
To create a textfield, you can click "Textfield" in the top-left corner of the document viewer:
When clicked, you will notice a light blue box following your mouse.
Move the box where you want it and click to position it. You can also click and drag to create a textfield of a specific size.
Once the field has been created, you can click and drag the corners and sides to resize the field to the desired size.
To duplicate a field, hold Alt (or ⌥ Option on macOS) and click and drag the copy of the field to where you want it to be.
Note: To only move the field horizontally or vertically you can hold Shift ⇧ while moving it. This works both when duplicating fields and moving existing fields. Try pressing and unpressing Shift ⇧ while moving a field to get a sense of how this works.
You can select multiple fields at a time by holding the Shift ⇧ key and clicking the fields you want to select:
Field properties
Each text field can have a few different properties.
You can select one or more fields to inspect the properties. To select all the fields click and drag a rectangle around them.
Once the fields are selected, you can take a look at the top-right section of the editor:
- Firstly, the fields can be marked as required, by clicking the "Required" checkbox, so that the signee will not be able to skip filling them in.
- They can also be marked as multiline, by clicking the "Multiline" checkbox, then if the text input is longer than the width of the text field it will automatically go into a new line (within the boundaries of the field size you've allocated).
Format
You may also have noticed that there is a "Format" dropdown. It supports a few different formats that the user's input must match:
We can use this to, for example, set the format email field's format to "Email". This means that the user will have to add a valid email address to continue.
Radio buttons
The next section of this demo document has a section where the user needs to select one option out of multiple possibilities.
For this, we can use radio buttons. Click the "Radio" button in the top-left of the window to start adding a radio button.
As before, move the button to where you want it and click to position it.
Resizing radio buttons
You can resize the button by clicking and dragging a corner of the button, until it fits the allotted space on the PDF.
In order to create a button for the next option within the same section, you need to hold Alt (⌥ Option on macOS) and click-and-dragging the copy of the radio option to where you want it to be. (If you create a new button by clicking on the field menu, it will not be associated with the previous button)
Radio button grouping
Radios work slightly differently than textfields and checkboxes. If you take a look at the list of fields on the left side, you notice that we have a radio group with three options.
We see the textfields we added before as individual fields, but the options we just added are grouped together.
Because radios only allow one of the options to be selected, we have to group radio options together so we know which options belong together.
If we now open the document in Fill & Sign, we have a radio where only one of the options can be selected.
And if we go back to the editor and select the radio group in the left panel , we can make the group required:
Checkbox
The next section of the demo document has a section where the user can select as many or as few of the options as he wants.
For this, we can use checkboxes. Click the "Checkbox" button in the top-left of the window to start adding a checkbox.
Then click to add the checkbox in the correct place:
We can then do as we did previously and duplicate the checkbox by holding Alt (or ⌥ Option on macOS) and click-and-dragging the copy of the checkbox to where you want it to be.
We now have a list of checkboxes where the user can check as few or as many of the fields as he wants.
Resizing checkboxes
As with radio buttons, checkboxes can be resized by clicking in a corner of it and dragging it to the desired size.
View draft
Let's take a look at the current version of the document in Fill & Sign to see how the document looks. You can do that by clicking "View draft" in the "Open in Fill & Sign" section in the top-right of the editor:
Once the document is opened, we see our four textfields:
If we attempt to continue without filling them out, the required fields will be highlighted so the user knows what needs to be filled out:
The fields for our document are now ready. You can publish the current version of the document by clicking the "Publish" button in the top-left corner.
Once published, you will see the button turn green.
Further Reading
We've published our Fill & Sign document, but we have yet to specify what should happen after the user has filled out and signed the document. You can learn how to configure the document's delivery here:
There are lots of shortcuts to make working with the Fill & Sign Editor easier. You can learn more about them here:
If your document needs to be signed by multiple people, you can learn how to specify the number of signees here:
If you need to take your Fill & Sign document down, you can learn how to deactivate it here: