Instructional Guide:  

There are two ways to add Custom Fields and Prefilled Data fields to ReadySign. 

 

Option 1: 

This option starts when you're creating a template or are on a document that you are about to send out for signature.

Step 1: Create Custom Fields. You will select "New Custom Field" on the left hand side of the screen.

 

Option 2: 

Step 1: Locate the Templates tab and select the Custom Fields option. 

Next, You will select "New Custom Field" in the upper right hand side of the screen.

Step 2: Create Custom Fields. You will then create the custom field by naming it and selecting the type. You have the option to make it the following types: Date, Number, Percent, Text, Year, Yes/No. 

When you have made all the customizations you would like you will hit Submit. 

 

*Note- You can now place a custom field on a document more than once. When placing the same custom field on a document multiple times, those fields will automatically fill in with the value the signer entered for the first field upon signing.

Contact us at support@readysign.com or 866.700.7975.