Rename the fields.
Renaming fields helps make them more informative for signers, especially when the same template is used in different contexts.
To rename a field:
1. Open your template
2. Click the three dots on the field
3. Select “Rename”
This does not change your original document — it only updates how the field is displayed to signers.
Add tooltips (field descriptions)
Tooltips are useful when you need to give additional context or instructions for a field.
To add a tooltip:
1. Click the three dots on the field
2. Select “Edit Description”
3. Add your text (up to 500 characters)
Once added, an “i” icon will appear next to the field for signers. They can hover or tap it to see the extra information.
Adding a dropdown
Dropdowns are helpful when you want to limit answers to predefined choices and avoid manual input errors.
To add options:
1. Click the three dots on the field
2. Select “Add Options”
3. Enter at least 2 options (up to 10 total)
Once options are added:
• The field becomes a dropdown
• Signers can only select from the predefined options
• Only one option can be selected at a time
Best practices
Keep field names short but specific (e.g. “Start date” → “Employee start date”)
Use tooltips for extra context, not obvious instructions
Use dropdowns for repeatable fields (e.g. department, role, contract type)
Good to know
These changes do not modify your original document
Changes apply only to new signing sessions
Existing sent documents will not be updated