Dropdown field

Use Dropdown field to let a participant pick one value from a predefined list.

In the envelope, it’s rendered as a dropdown. After selection, it’s shown as regular text.

You can place this field in:

• structured documents

• PDF documents

Add a dropdown field

1. Open the template in edit mode.

2. Open the Fields panel.

3. Find Dropdown field and add it to the document.

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1. Configure the field and click Save.

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Field settings

Click the field in the document to reopen properties and update them.

Basic settings

• Name — field name shown in the document

• Role name — role that fills the field

• Placeholder — hint text shown before input. If empty, Name is used

• Option 1, Option 2, etc. — values available for selection

• Add option — adds more options

Limits:

• minimum: 1 option

• maximum: 100 options per field

• each option must be non-empty and 1–50 characters

Advanced settings

• Optional — whether filling the field is required

• Multiselect — allows selecting multiple values

• Allow custom values — allows free text input in addition to predefined options

• Search — whether the field is available for mailbox search

You can’t enable Multiselect and Allow custom values at the same time.

Edit or delete a dropdown field

1. Click the field in the document.

2. Update settings in the properties panel, or delete the field there.

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Links inside a dropdown field

If the selected value contains a URL, it is rendered as a normal browser link (blue + underline).

• You can open the link from the right-click context menu (any role).

• You can open the link with a direct click only if the field is inactive.