Initials Field

This document explains how to add and configure the Initials field in a template.

Add an Initials Field

1. Open the template in edit mode.

2. In the Fields panel, find the Initials field and add it to the template.

3. Configure the field and click Save.

Field settings

Click the placed field to reopen the settings menu.

• Name — field name shown in the document

• Role name — role that fills this field

• Placeholder — hint text shown before filling (if empty, Name is used)

• Tooltip — additional hint shown on hover (if empty, the default tooltip is shown)

The Show advanced settings option is available only when the field has no additional attributes.

If you add at least one attribute, this option disappears. All available attributes are shown for editing instead.

Fill an initials field in the envelope

1. Open the envelope where the initials field is located.

2. Click the initials field.

3. Draw initials in the modal, or switch to the Text tab.

4. Draw for at least 0.5 seconds to pass validation.

5. Click Clear to reset the drawing area (optional).

6. Click Sign to apply the initials.

Click the initials image to replace it.