In this article, we discussed how to create an e-contract. Once you've started preparing your documents for signature you may be wondering what each of the options translates to. Let's discover this:
E-contract options and available fields
A. These are the main fields you can use to prepare your e-contract templates (in the toolbox for future use or in a process) or documents (in an application).
B. Once you drag and drop one field, more customization options are available to you such as assigning the field to a stakeholder (previously defined in your process), updating the field's name or content and size/font.
C. Signing Options: Allow you to activate or disable the signed copy email, match this template with a specific contract (in case you want to map out stakeholders) and assign and signing order.
Signature placeholder
A Signature placeholder: where your stakeholders or yourself can sign
Text field
A text field: a text area where recipients can add their name for example
Text field multiline (or paragraph)
You can activate the Multiline option to capture longer texts.
Date field
A date field: a text area where recipients can add a specific date for example.
Checkbox
A checkbox: a tick box if you want to capture consent, for example.
Radio buttons
You can drag and drop radio buttons directly onto the contract document.
When you drop the first radio button, a new group is created automatically.
Additional buttons are assigned to the same group by default, but you can create new groups at any time from the setup panel.
For signers, only one option can be selected per group.
Merge field
A merge field: a form field or a dynamic field available in your applications for existing forms.
Eg. {CONTACT_FULLNAME}. Learn more about Merge fields.
Field Label - Fill it out as you prepare your doc for signature
Label: If you want to add information into the document directly while preparing the document for signature
Read More about e-contracts and eSignatures