Save Time by Importing Data into New Document to Sign
How to import fields to a document with airSlate SignNow
If you have already created a fillable document with multiple pre-configured fields, you can easily transfer those fields to a new or similar document using the Import Fields feature.
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.
Import fillable fields in one click
Click on the Settings button at the top of the screen. Then, select Import Fields from the dropdown.
Select an identical or similar document with fillable fields in any of your airSlate SignNow folders. You can view the number of fillable fields and signing roles for each of your documents. Click Next to proceed.
Assign or edit signing roles according to your needs and then click the Import field(s) button.
The fillable fields will be instantly transferred from one document to another along with their settings. You can then adjust the size and position of the imported fields or change their settings.
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The save time by importing data into new 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 save time by importing data into new 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 save time by importing data into new 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 save time by importing data into new 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. Give it a try!
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FAQs save importing e signing
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What is a fillable field?
Fillable fields are boxes to which your 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 the field. You can adjust its size and placement as needed. When finished, click OK. -
What is a signing role?
A signing role is essentially your signer’s profile. You can assign a signing role to any person whose signature you require by entering their email address when sending out your signing invites. Distributing signing roles for each document allows you to set up a proper signing order and create multiple consecutive signing steps. -
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 airSlate SignNow automatically insert fillable fields in my documents?
The airSlate SignNow Wizard can detect the appropriate places for fillable fields in your documents based on specific text indicators. To search a document for these places 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. -
How do I invite signers?
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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