DocuGen Sign allows you to place different types of fields on your document. These fields are primarily intended to be filled out by the signer(s). "Date signed" is the exception since it's filled out automatically by DocuGen Sign and cannot be edited by the signer.

To drag and drop signature fields:

Go to the DocuGen Sign view
Click on the Settings tab
Expand the "Signers" accordion
Click on the "Set signers..." button
From the left panel, add or select a signer, then drag one of the placeholders into the document on the right

🤓 Pro tip: You can drag the same placeholder multiple times. For example, if you need the signer to sign at multiple locations in the document, drag the signature placeholder at each location where a signature is required.

List of DocuGen Sign fields

Field type

Explanation

Signature

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This is the field where the signer will apply their signature to the document. You can place multiple signature fields on the same document (or even the same page.)

The signature field is always required to be filled by the signer: The signer will not be able to submit their information without signing all the signature fields assigned to them.

Signer name

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This is the field where the signer will provide their name.

When you insert the field, or if you double-click on the field, you will see a dialog box where you can specify if the signer name is required or not:

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If you check the box "Required", the signer will not be able to submit their information without filling out the field.

Date signed

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This field will be automatically filled out with the date on which the corresponding signer signed the document.

This field is not editable by the signer.

When you insert the field, or if you double-click on the field, you will see a dialog box where you can specify if the date signed should be saved in your board:

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Custom

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This field allows you to request any text input from the signer.

"Prefill from" dropdown: Select a column to pre-populate the field from your board before sending the document for signature.
Required: The signer will not be able to submit the document unless they fill out this field.
Editable: If unchecked, the signer will not be allowed to edit this field.
Save: If checked, any value the signer provides in this field will overwrite the value in the column you selected in the "Prefill from" dropdown. If the signer leaves the field blank, it will not overwrite the column value.

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List of DocuGen Sign fields

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