Add Option Field Electronic Options Templates For Free

You add a unique set of signing fields for each recipient. Note: If you cannot add fields to the documents and templates you create, this is most likely because of your user permission profile. Contact your administrator and ask to adjust your permission settings.

Select the page you want to add fields to from the page guide. Use the Fields menu to click and drag the fields you want into your document. Repeat steps 6?8 for all the recipients, pages, and fields you want to add to the document. Once you've added all the fields you want, click Send.

Create Custom Fields for Documents In eSignature Admin, select Document Custom Fields. Select ADD DOCUMENT FIELD. Enter a name for the custom field. Select the type of field you want to create from the Type menu, for example, Date Signed, Drop Down or Radio Button. Select SAVE to save your custom field.

If you have access to templates shared with you by other users, you may be able to edit these as well. Note: Your access to templates is controlled by your user permissions, as defined by your administrator. If you cannot create or edit, or even use templates, check with your administrator.

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For Choice questions, enter the text you want to display for the question and each of the choices. Click Add Option (1) to add more choices than the default two choices. Click Add 'Other' Option (2) to add a choice option that displays the text "Other".

Create a Form Place the text cursor where you want to insert the form field. Click the Developer tab on the ribbon. Click the Design Mode button in the controls group. Click a Content Control buttons to insert the selected type of control. When you're done, click the Design Mode button again to exit Design Mode.

To create a Form Field Layer: Click eDocs. Click Template Library. Click +Add Template to Library. Enter a template name (for example, "8879 field layer"). Attach the generic 8879 printed from your tax software. Click Preview and Add Fields. Click Template Properties. For Template Type, choose Reusable Form Field Layer.

Add form fields: With the Developer tab enabled (or using Legacy Tools on Mac), you can now add form fields to your document. Click on the Developer tab and choose the type of form field you want to add, such as a text box, checkbox, or radio button. Click on your document where you want to insert the field.