E-contracts fields explained

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.

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

• Label: If you want to add yourself information into the document directly.

Read More about e-contracts and eSignatures

1/ How to create an e-contract

2/How to prepopulate e-contracts with data

3/How to create a signing workflow