Configure form filling

You can also configure the form filling functionality for PDF compliant forms in a template. In this regard, the fields of a PDF form can be assigned to specific recipient(s). When the workflow related to this template is initiated, SigningHub will allow only the specified recipient(s) to fill in the assigned fields upon their turn. In case a form field is not assigned to any recipient, then all recipients in the workflow can enter text in that field before singing the document. You can also make it mandatory for any recipient to fill in the form field(s), in this case the document cannot be signed without specifying data in those form field(s). Once specified, such information becomes the permanent part of a signed PDF document.

Configure form filling settings in the template

After you have:

• Added the documents (a PDF form),

• Added all the recipients, electronic seals and placeholders,

• Configured workflow type and,

• Configured special privileges for each recipient/ placeholder as required in a workflow package:

1. Select the document(pdf form) from the right panel -> pages tab of document viewer screen, on which form filling needs to be configured. You can also manage the added documents from here.

2. Now, singly click on the desired field of the PDF form, and click "Properties".

3. The "Form Field" dialog will appear.

   1. The "Assigned to" field will list all the configured recipients/ placeholders of the workflow. Select the required recipient to assign the field to him/ her.

   2. "Validation" field shows whether it's mandatory or not.

   3. "Details" further contains "Field Name" which shows an auto-generated (unique and read-only) field name that is used when you need to fill in this field through the API calls. This field is only available as far as the status of a document is Draft.
4. Repeat the above steps to configure other fields on the PDF form.