Once you have logged in and landed in the dashboard view, you can upload a document or open an existing document.
You can choose between different types of form fields:
When you single click on a field, it will be added to the left side of the document. You can now drag & drop the field and zoom in and out by holding down the mouse button on this icon. Clicking on the X will remove the field again.
Field name. Here you enter a placeholder field name so everyone knows what data to enter here. For example, I choose "address".
Field type. Here you can specify whether the input format must correspond to a text, numbers or a date, or you can choose between other predefined formats, such as email or phone number. I choose "Address."
Mandatory field. Here you can define if the field must be filled in or if filling it in is optional. I'll stick with "No."
Input field. The input field at the very top can be pre-filled with the desired data (in my case "my address") if you want to fill out the form yourself. Otherwise, just leave the field blank. You can fill in the field yourself later or have the recipient fill it in. I enter my address directly in the field.
Click "apply" to save the changes you have made and customize the form field.
Date. When you insert a date field, the current date is inserted by default. In the field settings you can edit the date, field name and co. as explained before.
Select field. Add a selection field to be able to choose between several options. Enter a field name and add options to choose between. Options can also be removed from the list by clicking on the trash can. At the very top, you will now see a preview of the options and can make a pre-selection if you wish.
Checkbox. Furthermore, you can also add checkboxes. Enter a field name. At the top of the preview you can already accept the checkbox or not.
Designation. A label can be used to define a "caption" in front of the input field. For example, "address" in front of the address input field.
When you have saved the form, you have the option:
Note: Form fields can only be defined and filled in BEFORE signing.
Signing. Have you filled out the form fields via the large input window, you can press "save & sign" at the end. On the right, the familiar "Sign yourself" window opens and you can sign as usual. You can also find a separate video about this in the description.
If you have filled in the form fields directly in the document, you can click "Sign self" here on the right to sign and select signature type, signature style and position as usual.
Save as template. You want to be the document with the same form fields several times and also send to different people independently, then you can easily save the document as a template.
And here's how working with forms in sproof sign works.