Assigning multiple fields to a role with a single click It's recommended to mark any important fields Required to avoid the situation described in this article: Why is my Sign Request document missing signatures after being Finalized?. Signature, Initials, and Auto Date fields are automatically set to Required, but for Text and other fields, they start off as Optional for a signer unless you change them to Required. The user interface will prompt and point them to the field. When you set a field as Required, it will force the signer to fill the field before they can Finalize the document. You can later edit any of the fields you've added by clicking one which will make it the active field for editing.
For more info, see: Creating and sending a reusable template. A template will already have a Client role which is auto-created by default as opposed to a regular document where you must enter a person's email address on the People tab to assign them to a field. It's recommended to create a form from a template, especially if you plan to use it more than once.
Click on your document to insert a field.Select a field type from the column on the left side.Click on Edit Template or Manage Fields.A form will enable signers to quickly fill out their information into fields that you've pre-assigned to them using Fields Manager. DocHub is perfect for creating PDF forms that can be used to request e-signatures.
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