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. This means that if you need two Dates 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