How do you edit fields in template?

Find the custom field you want to edit. In the same row of the custom field, select Actions > Edit. Edit the custom field as needed. Select Save to save the changes.

Why won't let me edit a template?

There is no way to modify a signed completed document without losing the that verifies that the signatures are valid. This is done for auditing and security reasons. doesn't want users to have the ability to modify the underlining documents after a signature has been placed.

How do I add merge fields in template?

Create Merge Fields From the force.com apps drop-down list, select eSignature . Click the Admin tab. Click the Custom Tags tab. The Custom Tags page appears. On the right, click NEW. The Create Custom Tag page appears. ... Enter the following information to create a custom tag. ... Click Save to save the custom tag.

How do I add fields to a template in ?

How to add fields in Log in to . Click Start Now. Click Upload and select the file. Add recipients and message sections, then click Sign. Click Continue. Select the recipient. Select the page you want to add fields. Use the Fields menu to click and drag.

Why can't I add fields to template?

You add a unique set of signing fields for each recipient. Note: If you cannot add fields to the documents and templates you create, this is most likely because of your user permission profile. Contact your administrator and ask to adjust your permission settings.

Why would you add a conditional field when preparing a document template?

In summary, using conditional fields makes the document more interactive and ensures that required information is collected based on the context provided by the signer's previous responses.

How do I add fillable fields to ?

How to add fields in Log in to . Click Start Now. Click Upload and select the file. Add recipients and message sections, then click Sign. Click Continue. Select the recipient. Select the page you want to add fields. Use the Fields menu to click and drag.

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