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The field editor opens from a draft’s Continue to fields button, or from the Fields step at the top of the package creator. It is only available while the package is a draft (or while you are correcting it). It shows your documents on a canvas with a field palette, a signer selector and a properties panel, with a tab for each document.
The field editor with the document canvas and the field toolbar

The field editor, placing fields on a draft's documents.

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Signer selector

Under Signer, choose which recipient you are placing fields for. Each recipient’s fields are colour-coded, so you can see at a glance who owns what across the document. If there are no signers yet, add a recipient first.

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Field palette

Drag a field type onto the page. Available types:
  • Signature: Signature, Initial.
  • Auto-fill (filled automatically from the recipient’s details): Date signed, Name, Email, Company, Title.
  • Input: Text, Number, Checkbox, Radio, Dropdown, Comment.
Drag a placed field to move it, drag its handles to resize it, and select multiple fields with a marquee selection or Shift-click. If a PDF already contains form fields, an Import form fields button appears. Click the form fields you want to bring in, then Import.

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Properties panel

With a field selected, Field Properties edits its settings, for example whether it is Required, its data label, placeholder text, or the options for a dropdown or radio group.

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Saving and sending

Save fields persists your changes to the draft. Unsaved changes are guarded: navigating away prompts you to save or discard first. Back to edit returns to the package details. Preview shows the package as recipients will see it. Activate package sends it, and its menu also offers Schedule send and Sign in person.