Instructional Video:

 
 

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.

Screen Shot 2021-07-13 at 1.39.22 PM

 
Option 2: 

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

Screen Shot 2021-07-13 at 1.19.13 PM

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

Screen Shot 2021-07-13 at 1.23.33 PM

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. 

Screen Shot 2021-07-13 at 1.24.16 PM

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

 

*Note- at this time you can only place a custom field on a document once. Once you have used it on a document it will grey out. This means that if you need two custom fields for "Date of Birth" you will need to make two custom fields with slightly different names (i.e. DOB #1, DOB #2, DoB, DOb, etc.)


Need additional assistance?

Contact us at support@readysign.com or 866.700.7975.

No-nonsense pricing. No surprises.

We believe in honest, transparent pricing. With ReadySign, you pay one fixed cost for unlimited users, unlimited documents and all of our features. Simple.

Request a demo