Managing Placeholder Fields in Templates

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: 

How to Remove a Placeholder (or a Recipient) on a Document or Template

One way to remove placeholders is to click the  Update option from the dropdown menu for a template or document.  Then, click the X next to the placeholder to remove it. 

Remove Placeholders From Within A Document or Template 

Another way to achieve this is from within a template or document.To remove a placeholder from your template or document, click on the dropdown arrow next to the placeholder on the left side menu bar. 
Then click the X for the placeholder you wish to remove. Once clicked, the fields assigned to this placeholder will disappear from the template or document. As a final step, a pop-up warning will appear asking you to confirm your choice. Click the Remove recipient button, and the placeholder will be removed immediately. 

 If you have any questions, please feel free to contact us at support@signwell.com.