Add Calculated Fields to a Document for eSignature
How to add a calculated field to a document with airSlate SignNow
airSlate SignNow allows you to automatically calculate values from text and dropdown fields based on pre-set formulas. Once a user fills out input fields, the calculated value will automatically populate the result field.
Add an input text field
Open your document in the airSlate SignNow editor and add fillable text fields where needed.
To insert a text field, select Text Field from the toolbar on the left and click anywhere on the document to place the field. Then, adjust its size and positioning and click OK.
In the Validation Type dropdown, select the data format applicable to your field. Please note that you can only choose format validators marked with a calculator icon for your input fields.
In the Label box, enter the name of your text field. Then, open the Advanced dropdown and type a Unique Field Name (this is a unique field ID that will be used in the formula).
Add an input dropdown field
Customize your dropdown fields the same way. Add the values you’d like to appear in your dropdown to the Answer Choices box (to jump to the next line, press ENTER). Note that you can only add numbers if you are using a dropdown as an input field.
Also, make sure that the Add "Other" Option checkbox remains unchecked.
Enter the name of the dropdown in the Label field. Finally, go to Advanced > Unique Field Name and give your dropdown a unique ID.
Add a calculated field
Select Calculated Field from the left-hand sidebar and place it anywhere on your document. Then, enter your formula in the popup window. Start typing curly brackets to see the list of suggested unique field names (IDs you have previously given to your input fields). Select those that need to be calculated and insert one of the following symbols between them:
- (+) to add
- (-) to subtract
- (*) to multiply
- (/) to divide
You can also round the value of a calculated field to a specific number of decimal places.
Once you have created your formula, click the Create button.
You can also attach a payment request to your calculated field. For this, open the Advanced dropdown, check the Make this payment field checkbox, and then click Ok. Your calculated field will now be shown in the payment request form.
Once you finish customizing your form, click Save and Close.
Your calculated field is now configured and will display calculated values based on your formula and the values added to the input fields.
Please note that the Calculated Fields feature is available to Enterprise subscribers only.
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Eliminate paperwork and switch to online form creation and signature collection. Try airSlate SignNow, a smart tool that makes your document management smooth and easy. Make documents of any kind easily fillable: utilize the add calculated fields feature, add various custom fields, and set up them with rules and conditions according to your needs.
Follow the instructions below on how to use the add calculated fields feature:
- Log in to your airSlate SignNow account or register it.
- Click on the Upload Documents button at the top of the screen.
- Open your sample and find the Tools menu on the left.
- Add various fillable fields to your document such as Text, Checkbox, Date/Time, Initials and Dropdown, Radio Button Group, Calculated one, and others by clicking on the corresponding option and drop it to the place you need it to appear.
- Set it as the required one, if needed, and apply other additional settings, using the} toolbar on the right. Click Ok to adjust it.
- Insert a Signature Field. Drop as many as you need. Click on each of them, assign roles, make them required or conditional by using the Signature menu on the right.
- Collect other supportive documents by adjusting a Request Attachment option from the left-hand menu. Make it required or optional, or set the conditions to show it to your signee.
- Click Save and Close to finish editing.
- Select how you will share your sample. Use the Invite to Sign button to send it to your colleagues and partners, or clients’ emails, or Create Signing Link to post it on your website and share it with more users.
It’s easy to customize documents of any kind. Take advantage of the add calculated fields functionality to create new forms and templates. Send it to your recipients, and once the form is completed and signed, you'll automatically get it back with an email notification. Streamline collaboration with your teams, partners, and clients by sending them contracts, orders, reports and applications and other forms for signing, which they can quickly fill out and sign hassle-free. Save your time and efforts with airSlate SignNow. Give it a go!
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Electronic Signature FAQs
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What is a fillable field?
Fillable fields are text boxes that you can embed in your documents so that signers can add their data. airSlate SignNow allows you to use text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment request fields. To add them to a document, select the type of field you need from the left-hand toolbar in the editor and drop it anywhere on your document. -
What is a field label?
Labels are best explained as field names or instructions for what should be added to a field (e.g., Last Name, State, Phone Number, etc.). With airSlate SignNow, your signers can auto-fill identically labeled fields with one click throughout an entire document. Labels are available for text fields, date/time fields, and dropdown fields. -
What is pre-filled text?
With airSlate SignNow, you can prefill documents with information you already know. For example, if you know your signer’s name, you can add it as pre-filled text to the corresponding field in a document. As a result, your signer won’t have to complete this field but will be able to edit the information inside if needed. You can customize pre-filled text for text fields, date/time fields, checkbox fields, radio button groups, and dropdown fields. -
How do I add a fillable field to a document?
Open your document in the airSlate SignNow editor and select the fillable field you need from the toolbar on the left. Then, click anywhere on the document to place a signature field. You can adjust its size and placement as needed. When finished, click OK. -
What is a conditional field?
A conditional field in airSlate SignNow is a fillable field of any type that becomes available for filling out only after a predefined condition has been met (e.g., if another field is completed or a specific value is added to it). -
What is a Smart Field?
Smart Fields allow users to import data from external data sources like spreadsheets, internal company databases, or CRMs, to airSlate SignNow documents. Smart fields work in tandem with the Bulk Invite and Signing Link features. Bulk Invite sends copies of a document to multiple recipients and auto-fills them with information from a CSV. When using smart fields in a document shared via a signing link, the required values have to be added to the link’s URL. -
Can I edit PDF documents with airSlate SignNow?
You can add text, signatures, initials, stamps, checkmarks, and the current date to documents as annotations. Besides, it is possible to add various fillable fields, e.g., text fields, dropdowns, radio buttons, attachment fields, conditional fields, and more. -
How do I send documents for signing?
Upload a document to airSlate SignNow and open it in the editor. Select Signature Field in the left-hand sidebar and click anywhere on the document to place a signature field. Then, click Invite to Sign in the top right corner of the screen, enter the recipient’s email address, and hit Send Invite.
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