Creating eSignature templates used to mean manually dragging and dropping every form field onto the document — a time-consuming and repetitive task, especially with lengthy documents. With BoldSign’s new AI-powered field placement, that’s now a thing of the past. This smart feature automatically detects and places form fields in your document, helping you prepare templates in seconds instead of minutes.
This feature is available exclusively when creating templates using Word or PDF documents with fillable areas, such as lines, circles, rectangles, or squares. If the document lacks fillable areas, the AI will not place any form fields.
Currently, this functionality is available exclusively to users on Business, Premium and Enterprise API plans. Let’s take a look at the process of using this feature to create templates.
Why use AI form field placement?
Here’s why this feature is important for anyone creating e-signature templates:
- Reduces Manual Effort: No more dragging and dropping fields one by one. BoldSign’s AI does the heavy lifting, placing fields automatically so you don’t have to.
- Saves time: Automating field placement reduces manual effort, especially for lengthy documents.
- Simplifies workflow: The AI model identifies fillable blanks in your PDF documents and automatically places appropriate form fields like checkboxes, textboxes, radio buttons, and signature fields, ensuring easy integration into your workflow.
- Offers manual editing: Users can manually move, resize, or fine-tune AI-placed fields to align with specific document structures.
- Enhances efficiency: Templates with AI-placed fields can be reused, streamlining repetitive signing processes.
Supported form field types
This feature automatically detects and supports the following form field types:
- Checkboxes
- Signatures
- Textboxes
- Radio buttons
- Date signed fields
Step-by-step guide to placing form fields with AI in BoldSign
Follow these steps to place form fields with AI in BoldSign:
1. Create a new template.
- Sign in to your BoldSign account or create a new account if you don’t have one.
- From the dashboard, select Create New and select the Create New Template option.
2. Add template details.
- Under Add template details, enter a clear and descriptive title for your template in the Title field and add a description to provide context about the template’s purpose in the Description field.
- Under Add file(s), upload the fillable PDF document you want to use for the template. Ensure the PDF is fillable, as the AI will look for fillable areas in the document.
3. Define roles.
- Under Add role(s), specify the role for each signer. Roles help identify who will sign or fill out the document when the template is used. If the document requires signatures from multiple parties, select Add Role to make additions.
4. Configure any fields.
- Fill in any other required fields and select Next.
- On the configure fields page, select Place Fields with AI next to the Preview option.
- A dialog box will appear confirming your action. Select Place Fields with AI in the dialog box to initiate the process.
- The AI will analyze any fillable areas and automatically place form fields like signature, textbox, radio button, or checkbox fields in the appropriate sections of the document.
5. Review and save the template.
- Once the AI has placed the form fields, review the document to ensure all fields are correctly positioned and assigned to the appropriate roles.
- You can manually adjust or remove AI fields if needed by selecting Remove AI Fields. This will remove all the AI fields from the document.
- If you’re satisfied with the field placements, select Save template.
Conclusion
By leveraging this feature, BoldSign saves you time and ensures your templates are ready for use. Whether you’re preparing contracts, agreements, or forms, this feature simplifies the process.
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We’d love to hear your feedback! Share your thoughts or suggestions in the comments section. Need assistance? Our dedicated support team is here to help—reach out via the BoldSign support portal.
