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Webinar Show Notes – Mastering Fields in BoldSign Forms


 

In this webinar, Harini Chellappa, a BoldSign developer at Syncfusion, guided attendees through the process of mastering form fields in BoldSign. Being able to choose and configure the right fields for your documents makes signing faster, more accurate, and hassle-free. If you missed the webinar or would like to watch it again, the recording is available on our YouTube channel and is embedded below the highlights section.

Webinar recap

The session began with an overview of the types of fields available in BoldSign, including signature fields, initials, and automatic fields like date, name, and email address. Harini demonstrated how to add, customize, and validate fields to deliver a seamless signer experience. A practical rental agreement scenario was used to show how to apply these features step by step.

Highlights

  • Adding and customizing signature and initials fields.
  • Using automatic fields (date signed, name, email address, title, company).
  • Configuring text boxes for addresses and city inputs with character limits.
  • Setting up dropdowns with data synchronization across multiple fields.
  • Enforcing input rules with regex validations (e.g., zip codes, license numbers).
  • Leveraging conditional logic with radio buttons, checkboxes, and dropdowns.
  • Adding attachments, image fields, and hyperlinks.
  • Using label fields for instructions and disclaimers.
  • Applying formulas for calculations (rental days, total cost).
  • Controlling tab order for better form navigation.

The webinar concluded with a walkthrough from the signer’s perspective, showing how autofilled values, synchronized dropdowns, validations, and formulas work in practice. By the end, attendees could gain a clear understanding of how to configure BoldSign form fields accurately.

Time stamps

[00:00] Introduction

[01:02] About the presenter

[01:10] Types of fields in BoldSign

[02:13] Demo: Setting up a rental agreement

[02:38] Signature and initials fields

[03:00] Automatic fields (date, name, email address)

[04:42] Job title and company fields

[05:13] Text box fields (address, city)

[07:42] Dropdowns and data synchronization

[10:17] Zip code and license validation

[11:36] Start and end date fields

[12:18] Radio buttons and conditional logic

[13:32] Attachments and image fields

[14:57] Checkbox and hyperlink fields

[15:55] Label fields

[16:25] Formula fields and calculations

[18:03] Tab order navigation

[18:46] Sending a document for signing

[19:00] Signer experience walkthrough

[21:19] Wrap-up and resources

Q&A

1. Is there any way to sort the dropdown list?
Currently, you need to sort the list manually.

2. Is there a way to prefill a form before sending it to be signed?
Yes, there is. Please see this article.

3.Do I have to do it by assigning it to myself?
You can prefill values in the fields that are assigned to recipients.

4.I notice the height of the text fields is small. Is there any way to make them taller and also the dropdown height smaller?
Yes, you can resize the form fields.

5.How can you add an actual signature?
Signers can provide an actual signature. They can draw, type, or upload a signature.

6.Is there an API that lets us push data from a database into form fields?
Yes, you can pull data from a database and pass it into form fields via an API. Please refer to this documentation.

7.Entering all 50 states seems time-consuming if you have signers all over the U.S. Is there a way to have a field already prefilled for users with that information to be selected by the signers?
Yes, you can prefill the fields for the signers.

8.Can we add validation that comes from other web API calls, like validating the address with Smarty Streets?
Currently, the form fields are validated based on the validation you set when you sent the document.

9.For an actual signature, I guess we can use a pen and tablet?
Yes, there is an option to draw a signature.

10. Can you make drawing a signature required so they cannot pick typing?
You can restrict the signers to choose only the signature type that you configure. Please refer to this article for more information.

11. Can you set automatic reminders if the signer has not signed the document?
Yes, you can set auto reminders. Please refer to this article.

12. If given multiple documents, is it possible to fill one then autofill the remaining one to save time?
If you are sending the same document to multiple recipients, you can create a template with form fields and use that template.

13.Can you also use a template and just update the names and details?
Yes, you can use a template and update the form field values. Please refer to this article. on creating templates.

Key takeaways

  • Choose the right fields for your documents to simplify the signing process.
  • Add rules and validations to prevent errors and omissions.
  • Use data synchronization and conditional logic to reduce repetitive entry.
  • Incorporate formulas for automatic calculations.
  • Deliver a smooth and professional signing experience for recipients.

Learn more about BoldSign: https://www.boldsign.com/

Get started for free: Free trial

Documentation: https://support.boldsign.com/kb/article/12635/available-form-fields-in-boldsign

Contact support: https://support.boldsign.com/support/tickets/create

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