Form field integration is one of the many capabilities that BoldSign provides to streamline document processing. These form fields allow for interactive features like data collecting and signature placement. BoldSign offers a wide range of form fields designed to cater to different document requirements.
The following are the available form fields in BoldSign:
- Signature
- Initial
- Textbox
- DateSigned
- CheckBox
- RadioButton
- Name
- Title
- Company
- EditableDate
- Image
- Dropdown
- Attachment
- Label
- Hyperlink
We will explore the five different ways to add form fields to documents in this blog, each designed to accommodate a range of user preferences and needs.
1. Sending Documents from Templates
One of the ways to incorporate form fields into documents is by utilizing templates. Templates in BoldSign allow users to predefine form fields and roles, streamlining the process of sending repetitive documents for signature. By associating form fields with specific roles, such as signers, users can efficiently manage document workflows and facilitate the completion of required fields by each party.
Furthermore, BoldSign enables users to prefill form field values within templates, enhancing efficiency and reducing manual data entry errors. This feature is particularly useful for documents requiring consistent information across multiple instances, such as contracts or agreements. To learn more about prefilling form field values within templates please refer to this blog post.
2. Placing Form Fields with Exact Bounds
BoldSign provides the ability to provide specific coordinates and measurements for every form field for users who would rather have more control over form field placement. This method is especially valuable when dealing with complex document layouts or when aligning form fields with existing content. The x, y, width, and height properties of the form fields can be updated directly if you know the precise location of the field within the document.
curl -X POST 'https://api.boldsign.com/v1/document/send' \
-H 'accept: application/json' \
-H 'X-API-KEY: {your API key}' \
-H 'Content-Type: multipart/form-data' \
-F 'Message=' \
-F 'Signers=[
{
"name": "Hanky",
"emailAddress": "[email protected]",
"signerType": "Signer",
"formFields": [
{
"id": "signature1",
"fieldType": "Signature",
"pageNumber": 1,
"bounds": {
"x": 50,
"y": 50,
"width": 100,
"height": 20
},
"isRequired": true
},
{
"id": "textbox1",
"fieldType": "Textbox",
"pageNumber": 1,
"bounds": {
"x": 100,
"y": 100,
"width": 100,
"height": 20
},
"isRequired": true
}
]
}
]' \
-F 'locale=EN' \
-F 'Files=@{your file}' \
-F 'Title={title}'
3. Auto-Detecting Form Fields in Documents
Simplifying the process further, BoldSign provides the automatic detection of form fields within fillable form documents. By setting the AutoDetectFields property to true during document creation, BoldSign identifies and replaces fillable form fields with equivalent BoldSign form fields. BoldSign supports auto-detecting text box, checkbox, radio button, dropdown, and signature form fields.
This automated approach streamlines document preparation, reducing the need for manual form field configuration and enhancing user productivity.
curl -X POST 'https://api.boldsign.com/v1/document/send' \
-H 'accept: application/json' \
-H 'X-API-KEY: {your API key}' \
-H 'Content-Type: multipart/form-data' \
-F 'AutoDetectFields=true' \
-F 'Message=' \
-F 'Signers={
"name": "Hanky",
"emailAddress": "[email protected]",
"signerType": "Signer",
"locale": "EN"
}' \
-F 'Files=@{your fillable file}' \
-F 'Title={title}'
4. Drag and Drop Form Fields in Embedded Requests
BoldSign offers a seamless method for adding form fields to documents through drag-and-drop functionality within embedded requests. Users can create embedded request URLs and integrate them into their applications or websites. They allow application users to place form fields directly within the document interface. To learn more about embedded request please refer to this documentation: Embed document creation into your application.
5. Utilizing Text Tags in Documents
Text tags offer an alternative approach to adding form fields to documents, leveraging a combination of text and symbols to designate form field locations and types. BoldSign’s text tag syntax allows users to embed form field directives directly within the document content, facilitating the dynamic generation of form fields through API requests. To learn more about text, please refer to this documentation: Text Tags Introduction.When the text tags contain numerous directives, use definition tags to manage lengthy text tags. To learn more about definition tags, please refer to this documentation: Definition tags.
Conclusion
In summary, BoldSign’s wide range of ways to add form fields to documents accommodates users’ varying requirements and preferences in a variety of workflows and settings. With the use of templates, accurate positioning, text tags, auto-detection, and drag-and-drop capabilities, among other features, BoldSign enables users to create dynamic, interactive documents quickly and easily. Organizations can improve communication, expedite commercial transactions, and streamline document management procedures by utilizing these capabilities.
Start your 30-day BoldSign free trial now to see the advantages of BoldSign. We sincerely appreciate your input, so please feel free to comment below. Please book a demo or contact our support team via our support portal if you need any help or would want to learn more about our services.
