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How do I add a date field in PandaDoc?
Note: Open a template, document, content library item, or form and add a date field. Select the field, then select Properties on the floating panel. Select Signing date from the “Autofill with" dropdown, then send the document.
How do I assign all fields in PandaDoc?
Instead of adding fields and clicking on them one by one to assign them, start by choosing the recipient first then adding all of the fields that person needs to fill out or sign. Once a recipient is selected, any fields added to the document will automatically be assigned to them.
How do I add a signature box in PandaDoc?
Open the Content > Fieldstab. Drag the Signature field to the relevant place in the PDF. Double-click on your new field and follow the on-screen prompts to sign the PDF with your digital signature.
How do I add a role in PandaDoc?
Create a custom role Navigate to Settings by selecting your name in the lower left corner, then select Roles. Select Create a new role. Type in the name of your role, then select Create. Next, set the permissions for the role by selecting Edit permissions (they all will be OFF by default).
How to add fillable fields in PandaDoc?
To add a field, open your document/template first, then go to the Content panel on the right, select a role/recipient who will fill out this field later, or add a new one under "Fillable fields for". After that, click on the field or drag and drop it to the place you need.
How to create a custom variable in PandaDoc?
Custom variables To add a custom variable open the square opening bracket, type the name of your variable, and click Enter.
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