QES Field

This document explains how to add and configure the QES field in a template, including qualified/stamp options and TIN restriction.

Use QES field to collect a qualified electronic signature during envelope processing.

You can place this field in:

• structured documents

• PDF documents

Add a QES field

1. Open the template in edit mode.

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

3. Configure the field and click Save.

Field settings

You can change these settings later. Click the field in the document to reopen properties.

• Name — field name shown in the document

• Role name — role that signs the field

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

• Qualified — enables qualified signing for this field

• Signature and stamp are required — requires both a signature and a stamp during signing

• TIN — restricts signing to the participant whose TIN matches the selected field

• Document — document where the selected TIN field is located

• TIN field — field used for TIN validation

• Tooltip — additional hint shown for the active field in the envelope

TIN, Document, and TIN field become relevant only when TIN-based restriction is enabled.

Advanced settings behavior

When all settings are configured, click Save to add the field.

You can click the placed field later to:

• view properties

• update properties

• delete the field

Show advanced settings is available only while no additional attributes have been added to the field.

After you add at least one additional attribute, this option disappears, and all available attributes stay visible in edit mode.