How to Create Custom Template Fields

Available in V 3.1 

In addition to the standard templating fields, users can now create Custom Fields that can be added to documents. Custom Fields can be created under the user's Profile and also while templating the document. Custom fields can help duplicate repetitive entries during a signing, once a custom field is filled in, its value will propagate to all occurrences of that field. 

Create Custom Fields under the user's Profile 

1. 1. 1. Once logged in, click on the user name on the top-right of the page and then click on My Account
         

         

      2. On the next page, click on the Custom Fields option under the My Account menu on the left panel.
         

         

      3. This navigates to the Custom Fields page. Users can start creating new fields by clicking on the New Custom Field button. 
         

         

      4. Clicking on the New Custom Field button presents options to customize the field.
         

         

         

         

         

      5. Some of the important fields:

         1. • Name - Name for the Custom Field (mandatory field)
            • Type - Five types to choose from
              • Text
              • Text Multiline
              • Radio
              • Checkbox
              • Dropdown
            • Access - Define the scope of the Custom Field
              • Private - personal to the user
              • Organization - can be shared with other members of the organization
            • Default Value - Assign a default value to the field
            • Hint - Provide a hint for the value to be entered
            • Optional - If enabled, the field no more remains a mandatory field and can be skipped.
            • Read Only - If enabled, the field is fixed and cannot be changed by the user.
            • Collect At Start - If enabled, the field will be collected in a dialog from the signer at the beginning of the signing.
            • Auto Templating
            • Data Validation
              Min Length and Max Length - Assign a minimum and maximum required length
              Validation Type - Select a specific format for the field
              • None (default)
              • Email
              • Letters Only
              • Numbers Only
              • Regex - for advanced users to add validation via regular expressions. 
            • Radio Options (for radios)

              

            • Checkbox Options (for checkboxes)

              

            • Dropdown Options (for dropdowns) - To add values to the dropdown list

              

         
         

         For Integrators:

         In addition to the above fields, there is a custom template tag (available in V 3.3) added to all custom field types so that integrators can easily preview and copy the tags generated for the custom fields into the documents that they generate. The tags can be copied using the copy button under the Template Tag Preview section. If added to a document, this tag will be rendered as a template field, providing dynamic and updatable properties. A tag must only contain alphanumeric characters (A-Z, a-z, 0-9).

         

      6. After entering the required values, clicking on the Save button will save the custom field for later use and will appear under the list of custom fields. Depending on the Access level selected, the custom field will be listed accordingly. 
         

         

         

      7. Custom fields can be deleted using the Delete button on the top-right corner. The platform will ask for confirmation prior to deletion.
         

         

         

      8. Organization Admins can also create shareable custom fields for their organization by clicking on the Custom Fields option under the My Organization menu from the left panel.
         

         

Create Custom Fields while Templating the Document

1. When creating a Package, on the Templating page, click on the New Custom Field button from the left panel.
   

   

2. The user is presented with a New Custom Field pop-up window. When creating custom fields from the templating page, there is one additional access level that can be selected, Package. This makes the custom field available only for that specific Package, and cannot be used in other Packages.
   

   

3. After entering the required values, clicking on the Save button will save the custom field and will appear under the list of custom fields.
   

   

4. Custom Fields can also be created from the standard Text and Text Multiline fields. Drag and drop a standard Text or Text Multiline field onto the document. On the right panel, in the Properties window, after entering the required fields, clicking on the Save as Custom Field pops up the New Custom Field window. Here clicking on the Save button will save the standard field as a custom field.
   

   

   

See: How to Add Custom Fields to Documents