Dropdown Field

This document explains how to add and configure the Dropdown field in a template, including options, multiselect, and custom values.

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 in the Fields panel and add it to the template.

4. Input 2 options and click Save.

Field settings

Click on the placed field to reopen settings menu.

• 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

• 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 — makes the field available for search/filtering in the mailbox UI (if enabled in your setup)

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

Limits:

• minimum: 1 option

• maximum: 100 options per field

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

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.