Text Field

This document explains how to add and configure the Text field in a template, including limits and link behavior.

Use Text field to collect free-form text from participants during envelope processing.

You can place this field in:

• structured documents

• PDF documents

Add a text field

1. Open the template in edit mode.

2. In the Fields panel find the Text 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

• Role name — role that fills the field

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

• Tooltip — additional hint shown on hover

• Optional — whether filling the field is required

• Multiline — switches between single-line and multi-line input

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

• Pattern — input format constraint (for example, UUID, EDRPOU, IPN)

• Fill with profile data — auto-fills the field from the participant profile (for example, first name, last name, email, phone)

• Min — minimum number of characters (leave empty to disable the minimum)

• Max — maximum number of characters (leave empty to keep the default limit)

Default limits:

• single-line: 1000 characters

• multiline: 5000 characters

Links inside a text field

If a participant enters 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.