Table field

Use Table field to add a dynamic table that participants fill during envelope processing.

You can place this field in:

• structured documents

Add a table field

1. Open the template in edit mode.

2. Open the Fields panel.

3. Find Table 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 table header in the document to reopen properties and update them.

Basic settings

• Name — table name shown in the document

• Role name — role that owns the table

• Row numbering — shows or hides the numbering column

• Columns — number of usable table columns

Table behavior

You can edit table columns in the column header menu:

• rename columns

• resize columns

• change content alignment

You can place other dynamic fields inside table cells.

You can’t insert a dynamic table inside another dynamic table.

Limits

• up to 120 columns per table

• minimum column width: 30 px

Hide columns by default

To hide a column in the initial state:

1. Click the column.

2. Enable initially hidden in column properties.

3. Click Save.

You can hide a column only if it contains optional dynamic fields.

You can’t hide columns with:

• static text

• non-optional fields

• empty cells

In the envelope view, users can show hidden columns from the menu on the right end of the table.

If fields in a hidden column stay empty during processing, the column is excluded from the final document.

Roles and permissions

The table owner can add rows and complete mandatory fields.

Other participants can fill only the fields assigned to their roles inside the table.

Edit or delete a table field

1. Click the table header in the document.

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

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