Form Section

The Form Section allows you to create and customize forms. In this guide, you’ll learn how to use the Form Section, including its different settings and features.

Add a Form Section

1. Create a new or open an existing document or template.
2. Click on the section selector and choose Form.

Add and Edit Fields

1. Click Add Field. The field editor will automatically open.
2. Start by naming the field.

Field Type

You can choose between 5 different field types:

1. Field - This is the default type and allows you to add as much text as fits within the field size.
2. Text - This type expands automatically to accommodate more text.
3. Dropdown - Create a dropdown list by entering each option on a new line.
4. Checkbox - A standard checkbox option.
5. Date - Provides a calendar date picker.

Placeholder & Description

You can add a Placeholder and a Description to your fields:

• The Placeholder appears inside the field until the text is entered.
• The Description is always visible beneath the field.

Required Fields

To make a field required, check the box labeled Make this field required. Required fields are marked with a red star and must be completed before the document can be signed. 

Manage Columns & Rows

• To add more columns, click the gear icon at the right of the section. You can have up to four columns per row.
• To add more rows, click +Add Row.

If you need more space, you can merge columns, provided the next column is empty.

Editing Permissions

You can restrict the permission to edit field values for both colleagues and counterparties.

For Counterparties

To restrict editing permissions for counterparties:

1. Click the gear icon next to the section.
2. Disable the Allow counterparties to edit field values option.

The default setting allows editing, so you must click to disable it.

Note
This setting applies to the entire section, not individual fields.

For Colleagues

To restrict editing permissions for colleagues when creating documents from this template:

1. Click the gear icon next to the section.
2. Select Lock Section.
3. Click the gear icon again and disable Allow colleagues to edit field values.

Note
Colleagues with a Workspace role that permits editing locked sections will still be able to modify fields within those locked sections.