How To Assign Fields

From the preview page of your document, you can assign fields to another person who will be a part of the signing process. There are 2 different ways to do this. 

#1 Assign Fields in the Data Entry/Signatures Section

On the left side of the screen, click the drop-down arrow next to the recipient's name under "Adding document fields for" and choose a different person: 

To add someone new to the document, search for their contact in the "Find a Contact" box, or click "Create new contact": 

#2 Assign Fields From The Field Itself

You can assign a field that you've already placed on your document by clicking on the drop-down arrow next to their name and switching to a different person, finding a contact, or creating a new contact: 

How to Assign Template Placeholder Fields

Placeholder fields are assigned in the same way, by clicking the drop-down arrow next to the placeholder's title and choosing a different placeholder: 

Want to learn more about templates? Check out our video tutorial here

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