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Start an envelope as usual, adding documents, recipients, and messages. In the Add Fields view, click one of the field types listed above and place it onto the document. In the properties panel, uncheck the Required Field property. The field is now optional and signers can choose whether or not to complete it.

Note: If you find you cannot add fields to the documents and templates you create, most likely this is because of your user permission profile. Contact your administrator and ask to adjust your permission settings. These settings are documented in this administrator help guide.

Drag the pre-fill fields you want to use onto the document. See the pre-fill field types for details. Next, enter the values you want to use in the pre-fill fields. Select the field, then enter the value in the Field Properties panel on the right.

The Approve field is always required. If the recipient clicks Approve during the signing process, the recipient is considered to have signed. If the recipient has completed all other required fields, when they click Approve, they complete the signing process.

When you enter the prepare view for your envelope, select the pencil icon on the left to access the Pre-fill Tools. Drag the pre-fill fields you want to use onto the document. See the pre-fill field types for details. Next, enter the values you want to use in the pre-fill fields.

All recipients can see the contents, but cannot modify the values. For some field types, as the sender, you can complete the fields and mark them as read only for the recipients. The Read Only property locks a field from being changed by any recipient on the envelope.

Required Field - specifies whether the field is required or optional; required fields must be completed by the recipient to finish the signing process. Only these fields have this property: Signature, Initial, Company, Title, Text, Radio Button, Dropdown, and Attachment.

Any configuration of checkboxes can be set as required or optional. For checkbox groups that require a minimum number of selections, or for documents where the recipient must mark a checkbox to indicate explicit agreement, this requirement can be enforced with a validation rule.