Document Fields & Form Fields Management
Define and manage interactive document fields (text, checkboxes, radio groups, signature areas) used during signing so signers can fill or sign in the right places. Fields are used to build the signing experience and collect structured signer input.
Fields Overview & Concepts
Core concepts, field types and global rules you must know before creating forms. Explains text, checkbox, radio groups, signature areas, read-only text and mentions, field scoping (document vs signer), coordinate system, page numbering, sizing rules (text heights) and radio-group behavior.
Add Fields (Create)
Step-by-step guide to adding fields to a document. How to specify page, x/y coordinates (points/px), width/height, type (text, checkbox, radio, signature), and optional properties such as max length, default values, optional/required flag, font, and signer assignment.
Update & Delete Fields
How to modify and remove existing fields. Patch field coordinates, label/question, font, optional/required state, and radio-group membership. Delete a field by ID and considerations for maintaining form integrity when removing or changing fields.
List Fields & Form Preview
Retrieve and render the fields present on a document to build a signing preview. Tips for fetching all fields, ordering by page/position, rendering radio groups and mentions, and distinguishing read-only vs editable fields for the signer UI.
Advanced Field Types, Validation & Best Practices
Deep dive into complex field behaviors and validation: signature placement, radio group design, complex mention behavior, required/optional validation flows, font sizing, accessible form design, and rules for ensuring reliable signer input capture.