On Prepare, choose where people sign and which details they must provide. Add your files and signers before preparing fields.
Choose a signature placement option
Place fields on the document: put signatures and other fields directly on the PDF.
Add a signing page: collect signatures on a dedicated page at the end of the document.
Use document placeholders: use signature, initials, and date markers already in the document.
Place fields on the PDF
Select Place fields on the document.
Under Fields for, choose the person who will complete the field.
Drag a field type onto the page. You can also select the field type, then click or tap the page.
Select the placed field to change its settings.
Repeat for each signer and page.
Select a placed field to review its person, type, and settings.
Available fields include Signature, Initials, Date signed, Full name, Email, Text, Checkbox, Dropdown, and Date (entered).
Use Date signed for the signing date. Use Date (entered) when the recipient must enter another date.
Check a field's settings
Select a field to check its Label, Recipient, and Required setting. A required field must be completed before the recipient can sign.
For a dropdown, enter Choices, one per line. For text, set Maximum characters if needed. Use Remove field to delete an unwanted field.
Use the zoom controls to check placement. Keep fields clear of text the recipient needs to read.
Move fields with the keyboard
Select a field, then use the arrow keys to move it. Hold Alt with an arrow key to resize it. Hold Shift for larger steps. Press Delete to remove it.
Use placeholders already in your document
Choose Use document placeholders if your document contains markers such as [S1] for a signature, [I1] for initials, or [D1] for the signing date.
Use the Signing slots information to match each marker number to the correct person. Do not assume the first signer always uses number 1 when approvers are included.
Check each marker result. Move markers away from page edges and give overlapping signatures separate lines. If you change an uploaded file, upload the corrected version.
Check fields after document changes
Adding, removing, replacing, or reordering files can change page positions or clear fields. Return to Prepare and check every field against the current PDF.
On Review & send, check the PDF and the field count for each person before confirming your review.