Fields, and who fills each one

Tilgjengelig i alle planerOversiktÅpne i DealJourney

A field is a blank in the document that somebody fills in. The single most important property is whose blank it is.

Field types: Tekst, Lang tekst, Dato, Tall, E-post, Avkrysningsboks, Nedtrekksliste, Signatur and Initialer.

Adding them. Sett inn felt puts one in. Feltseksjon groups several together; InnfyllingsfeltSett inn et innfyllingsfelt i teksten — drops one into a sentence.

Assigning them. In Feltinnstillinger you set who fills it: the panel shows {{role}} fyller det ut, and in the document you see {{role}} fyller ut dette. If nobody has been added yet you are told Legg til en signatar først.

A field you fill is not a field they fill. Anything you already know — their company name, the price, the start date — should be filled by you before sending, not left as a blank for them to complete. Every blank you leave is a chance for them to get it wrong and a reason for them to put the document down.

Making them clear. Feltnavn names it, Vises inne i det tomme feltet and Valgfritt hint under feltet explain it. A field labelled with a question the signer can answer without ringing you is worth the extra seconds.

Locking. Lås dette feltet så det ikke kan flyttes, endres eller slettes Låser alle feltene i denne seksjonen. Hvert felt beholder sin egen låsinnstilling til du låser opp seksjonen igjen. Use this on a template so the next person cannot accidentally move the signature block.

Sections that appear only when relevant. A block can watch a field — Overvåk dette feltet — and Blokken dukker opp og forsvinner mens signataren fyller ut dokumentet, og den signerte PDF-en samsvarer med det de så. That is how one template covers both the with-support and without-support version of an agreement. Legg til et felt et annet sted i dokumentet først — en betingelse må overvåke et felt.

Check before sending. Før du sender catches the two that ruin a send: {{count}} signaturblokk(er) mangler tildelt signatar. and {{count}} felt er tildelt en motpart, men ingen motpart er lagt til som signatar. It also warns about Mer enn ett felt heter "{{label}}".

Felt lists every field in the document — Hopp til dette feltet i dokumentet — which is the fastest way to audit a long contract. Ingen utfyllbare felt ennå. Legg til et feltrutenett eller et innebygd felt.

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