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Signature fields and their settings

The 16 field types you can place for your signers in Drime Sign, and what each field setting does, from Required to date formats and stamps.

Updated Web

Fields tell each signer where to sign and what to fill in. You place them in the Fields step of a signature request, for one signer at a time.

#Place a field

  1. In Add fields for:, choose the signer.

    Each signer has their own color, and their fields take that color on the document.

  2. Drag a field onto the document, or click a field, then click where it goes.

    The step says Drag fields onto the document or click to place. Every signer needs at least one field.

  3. To change a field, click it on the document.

    Field settings opens on the side of the document.

In a phone's browser, fields cannot be placed: Drime shows Place fields on a larger screen. Use a computer, a tablet, or the Drime mobile app, which has its own step to place fields.

#Field types

The palette groups the 16 field types in five groups.

Group

Fields

What the signer does

Essentials

Signature, Initials, Date, Text, Checkbox, Phone

Signs, initials, enters a date, a text or a phone number, or ticks a box

Data

Number, Email, Date signed

Enters a number or an email address. Date signed is filled with the signing date

Choice

Dropdown, Radio, Multiple, Cells

Picks one option (Dropdown, Radio), several options (Multiple), or types one character per cell (Cells)

Upload

Image, Attachment

Adds an image or a file

Display

Stamp

Nothing: the stamp is drawn on the document, the signer does not fill it

#Field settings

Click a field to open Field settings. Every field has:

  • Label: the field's name;

  • Required: on, the signer must fill the field before they can finish. New fields are required, except Stamp and Date signed, which the signer does not fill;

  • Assigned to: the signer who fills the field. You can give it to another signer here.

Some fields have their own settings:

Field

Settings

Dropdown, Radio, Multiple

Options: the choices offered. Add adds one

Cells

Number of cells, from 1 to 60. The app suggests sizes: Great for IBAN (14-34), SIRET (14), SSN…

Date signed

Date format, in PHP format, for example d/m/Y

Attachment

Accepted file types

Stamp

Stamp text, and Append today's date to add the date under it

Field settings for a text field, with Label, Required and Assigned to
Field settings for a Date signed field, with the Date format setting

To copy a field, click Duplicate at the top of Field settings. To remove it, click Delete.

#On the field itself

Each field placed on the document shows a small header in its signer's color:

  • click the signer's name to open Assign to, then pick another signer;

  • click the three dots to change the Label, see the Field ID, or Duplicate or Delete the field.

#Change the document without losing the fields

While you place fields, the Edit document in Drime PDF editor button opens the document in the PDF editor. Your fields stay where you placed them.

#If it doesn't work

What you see

What to do

Place fields on a larger screen

Fields cannot be placed in a phone's browser. Continue on a computer, a tablet or in the Drime mobile app: your draft is saved.

You cannot go past the Fields step

Every signer needs at least one field. Choose each signer in Add fields for: and give them a field.

A field belongs to the wrong signer

Click the field, then change Assigned to in Field settings.

#Next steps

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