Insert Fields into the Document to eSign
How to import fields to a document with airSlate SignNow
airSlate SignNow allows you to turn your documents into interactive, fillable forms in seconds. Just drag and drop fillable fields anywhere on your document to ensure fast and error-free completion.
Upload a document to your account
In the airSlate SignNow web app, click the Upload Documents button and browse your device for the document you need to be signed. Then, open it in the editor by clicking More > Open.
Select from different types of fillable fields
airSlate SignNow allows you to insert various types of fillable fields in your documents, including text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment request fields. Find all these options in the left-hand toolbar of the airSlate SignNow editor (the Tools section).
Add fillable fields in seconds
To place a fillable field on a document, simply select the type of field you need from the toolbar on the left and click on the document where you need the field to appear. Alternatively, drag and drop fields in your document.
Once a field is in place, you can adjust its position by dragging it across the page. Resize a field by dragging its anchor points (dots at the edges). When finished, click OK.
Configure fields with ease
When clicking on a field, the settings panel appears on the right. Use it to customize your fillable fields. Note that different fields may have slightly different settings. For example, you can customize a field’s label, pre-filled text, and unique ID; set data format validation, character limits, text formatting, and so on.
Assign signing roles
To set a proper signing order and direct your signers to the fields you need filled out, assign signing roles to each field in your document. To do so, click on a field and open the Role dropdown in the right-hand sidebar. If you have more than one signer, select which of them is entitled to complete the field. To add a signer, click Add Role in the dropdown and enter a role name in the new popup window.
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The insert fields into the document feature in airSlate SignNow: taking SMB-contract negotiation to the next level
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 insert fields into the document 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 insert fields into the document 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 insert fields into the document 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 effortlessly. Save your time and efforts with airSlate SignNow. Try it out!
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FAQs insert fields document
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What is a fillable field and how do I add it to a document?
Fillable fields are boxes to which your signers can add their data. To add a fillable field 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. -
What is a signing role?
A signer role is essentially a signer profile that you authorize to eSign your document or fill out its fields. With airSlate SignNow, you can assign signer roles for each field in a document. Thus, your signers will fill in the correct fields with the correct data while avoiding confusion or errors. In addition, you can collect eSignatures in a few steps based on your signer role distribution. -
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. -
What is a calculated field?
Calculated fields allow 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. -
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). -
Can airSlate SignNow automatically insert fillable fields in my documents?
airSlate SignNow Wizard can detect appropriate spots for fillable fields in your documents based on specific text indicators. To search a document for such spots and insert fillable fields, open it in the editor, click Settings in the top panel, and select Magic Fields. In a new popup window, you will see if any fields can be automatically added to the document.
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