Sign Fields & Templates Reference
Last Updated: October 08, 2026
Sign Fields Reference
Use the following fields when configuring a Sign document or template.
|
Field Name |
Example Value |
Data Type |
Description |
|---|---|---|---|
|
Signature |
Jane Doe |
Type, upload, or draw |
Use this field to capture a signature. |
|
Date Signed |
12/10/2026 |
Date |
This field is auto-populated when the signer agrees to the consent modal. |
|
Text Field |
432 S Tech Ridge Dr |
Text |
Use this versatile field to capture any additional information from a signer. |
|
Initials |
JD |
Type, upload, or draw |
Use this field to capture initials. |
|
Custom Date |
12/10/2026 |
Date |
Use this field to capture a date. |
|
Checkbox |
Checked |
Binary |
Use this field to gather checked or unchecked data. |
Shared Templates Reference
When you share a template, you can grant the following permission levels:
|
Permission Level |
What the User Can Do |
Role-Based Access Control |
|---|---|---|
|
Sender |
View the template in their Documents tab. Preview the document and configure recipient signers. Send signature requests using the template. |
Access Signature. |
|
Editor |
View the template in their Documents tab. Preview the document and configure recipient signers. Send signature requests using the template. Edit document fields and placeholder signers. Update email subject lines and message defaults. Grant other users access to the template as Editors or Senders. |
Access Signature. Create and Manage Signature Documents. |
Related Topics
Refer to the following:
- Sign.
- Manage Shared Templates
In this topic: