Form Fields

WPsigner provides a variety of form fields for capturing signer information. This page covers each field type, its properties, and best practices for placement.

Field Types Overview

Field Type	Purpose	Signer Action
Signature	Legal signature capture	Draw or type
Initials	Abbreviated signature	Draw or type initials
Text	Single-line input	Type text
Number	Numeric value	Enter digits
Date	Date entry	Auto-fill or select
Name	Full name	Type a name
Email	Email address with validation	Type an email
Phone	Telephone number	Type a phone number
Company	Organization name	Type a company
VAT	Tax/VAT identifier	Type an identifier
Title	Job title or position	Type a title
Text Area	Multi-line input	Type paragraph
Checkbox	Boolean selection	Click to toggle
Checkbox Group	Select one or more options	Check options
Radio	Select one option	Choose an option
Dropdown	Choice from list	Select option
Attachment	Supporting file	Upload a file
Label	Display-only instructions	No input
Payment	Collect payment when the payment integration is enabled	Complete payment

Note

Some field types appear only when the related feature is available. For example, Payment depends on a configured payment integration.

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Signature Field

The most important field type - captures the signer’s legal signature.

Signature Options for Signers

When completing a signature field, signers can choose:

Method	Description
Draw	Use mouse, finger, or stylus to draw
Type	Type name, rendered in signature font
Upload	Upload an image of their signature

Signature Properties

Property	Description	Default
Required	Must be completed	Yes
Assigned To	Which signer completes this	First signer
Width	Field width	200px
Height	Field height	60px

Signature Best Practices

• Size appropriately - Minimum 150px wide for readable signatures
• Leave space - Don’t crowd with other elements
• Align with lines - Place on existing signature lines in the document
• One per signer - Usually one signature field per signer

Signature Data Captured

When a signer signs, WPsigner records:

• Signature image (PNG)
• Timestamp (UTC)
• IP address
• User agent (browser/device)
• Drawing velocity (for drawn signatures)

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Initials Field

A smaller version of the signature field for initializing pages or clauses.

When to Use Initials

• Multi-page documents - Initial each page
• Specific clauses - Acknowledge individual sections
• Amendments - Mark changes as reviewed
• Witness marks - Smaller confirmation signatures

Initials Properties

Property	Description	Default
Required	Must be completed	Yes
Assigned To	Which signer	Current signer
Width	Field width	80px
Height	Field height	40px

Initials vs Signature

Aspect	Signature	Initials
Size	Larger	Smaller
Purpose	Main agreement	Page/section acknowledgment
Typical count	1 per signer	Multiple per signer

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Date Field

Captures the date when the signer completes the document.

Date Behavior

Option	Description
Auto-fill	Automatically uses signing date (default)
Manual entry	Signer selects the date

Date Format

The date format is configured globally in WPsigner → Settings → General:

Format	Example
MM/DD/YYYY	01/15/2026
DD/MM/YYYY	15/01/2026
YYYY-MM-DD	2026-01-15
Month DD, YYYY	January 15, 2026

Date Properties

Property	Description	Default
Required	Must be completed	Yes
Auto-fill	Use current date automatically	Yes
Format	Date display format	Site default

Date Placement Tips

• Place next to signature fields
• Use for agreement dates, not backdating
• Consider timezone differences for international signers

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Text Field

Single-line text input for short responses.

Common Uses

• Name - Full legal name
• Title - Job title or position
• Company - Organization name
• Address - Single-line address
• Phone - Contact number
• Email - Email address
• ID Number - License, SSN (partial), passport

Text Field Properties

Property	Description	Default
Required	Must be completed	No
Placeholder	Helper text shown before input	Empty
Default Value	Pre-filled value	Empty
Max Length	Character limit	256
Validation	Input format (email, phone, etc.)	None

Text Validation Options

Validation	Accepts
None	Any text
Email	Valid email format
Phone	Numeric with formatting
Number	Digits only
Letters	Alphabetic only

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Text Area Field

Multi-line text input for longer responses.

Common Uses

• Comments - Additional notes or observations
• Explanation - Detailed responses
• Address - Full multi-line address
• Special instructions - Custom requirements
• Decline reason - Why signer is declining

Text Area Properties

Property	Description	Default
Required	Must be completed	No
Placeholder	Helper text	Empty
Rows	Visible text lines	3
Max Length	Character limit	1000

Text Area vs Text Field

Text Field	Text Area
Single line	Multiple lines
Short input	Long input
Names, emails	Comments, addresses

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Checkbox Field

Boolean yes/no selection for options and acknowledgments.

Common Uses

• Terms acceptance - “I agree to the terms and conditions”
• Confirmation - “I confirm this information is accurate”
• Options - “Include extended warranty”
• Acknowledgment - “I have read and understood”
• Consent - “I consent to email communication”

Checkbox Properties

Property	Description	Default
Required	Must be checked	No
Checked by default	Pre-checked state	No
Label	Text next to checkbox	Empty

Checkbox Groups

Create related checkboxes for multiple options:

Example: Service Add-ons

• ☐ Priority support (+$99/year)
• ☐ Extended warranty (+$49/year)
• ☐ Training session (+$199 one-time)

Required Checkboxes

When marked as required:

• Signer must check the box to proceed
• Used for mandatory acknowledgments
• Document cannot be completed without checking

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Dropdown Field

Selection from a predefined list of options.

Common Uses

• State/Province - Select from list
• Country - Select country
• Department - Choose department
• Plan tier - Select service level
• Relationship - Spouse, child, parent, etc.
• Yes/No - Simple binary choice

Dropdown Properties

Property	Description	Default
Required	Must select an option	No
Options	List of choices	Empty
Default	Pre-selected option	None
Placeholder	Text before selection	”Select…”

Adding Options

1. Click the dropdown field in the editor
2. Open the Properties panel
3. In “Options,” add each choice on a new line:

Option 1
Option 2
Option 3

Dropdown vs Checkbox

Use Dropdown	Use Checkbox
Many options (3+)	Yes/No only
Mutually exclusive	Multiple selections possible
Saves space	Self-explanatory

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Choice, identity, attachment, and payment fields

• Checkbox Group allows multiple selections; Radio allows exactly one selection.
• Name, Email, Phone, Company, VAT, and Title are purpose-specific text fields. Use them instead of a generic Text field when validation or integration mapping benefits from a stable type.
• Attachment lets the assigned signer upload supporting evidence. Avoid requesting sensitive files unless they are required, and define an appropriate retention policy.
• Label adds non-editable instructions to the signing layer.
• Payment is available when the payment integration is configured and must be completed according to that integration’s signing flow.

For choice fields, define clear option labels and test the final PDF output before sending.

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Field Placement

Accessing the Field Editor

1. Go to WPsigner → New Document (or edit a Campaign) and open the Fields step
2. Field types appear in the left sidebar
3. The PDF preview is in the center — place fields directly on the page

The same field editor is used when you build a template and later save it from Review → Save as Template.

Placing Fields

Click Method

1. Click a field type in the toolbar
2. Click on the document where you want it
3. Field appears at cursor position

Drag Method

1. Click and hold a field type
2. Drag to the document
3. Release to place

Moving Fields

• Click and drag any placed field
• Fields snap to alignment guides

Resizing Fields

• Hover a field and drag the resize handle (bottom-right corner)
• Make signature fields large enough for finger or stylus input

Deleting Fields

• Hover the field and click the red X outside the top-right corner
• Or right-click the field → Delete

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Field name, mapping name, and placeholder

Every placed field (except types that open their own options modal, such as dropdown / radio / checkbox group) can be renamed with a double-click.

Open Field Properties

1. Double-click the field on the PDF
2. A floating Field Properties popup appears (not inside the field box)
3. Edit the values, then click Save (or press Enter). Cancel or Escape closes without saving

Setting	What it is	Who sees it
Field name	Friendly label shown on the field in the editor (e.g. Client full name)	You, in New Document / Campaign / Templates
Mapping name	Technical key for Zapier, form feeds, and the API (e.g. client_name)	Automations and integrations
Placeholder	Hint text the signer may see before typing	Signer on the signing page (text-like fields)

Mapping name rules (important)

• If you leave Mapping name empty, WPsigner uses the Field name (converted to a safe key, e.g. Client full name → client_full_name)
• Use short, stable keys for integrations: lowercase letters, numbers, and underscores (client_name, property_address)
• Keep the same mapping name if Zapier or a form feed already depends on it — changing the key breaks existing mappings

Two ways to set mapping keys

1. While placing fields — double-click → Mapping name (fastest while building the PDF)
2. After saving a template — WPsigner → Templates → ⋮ → Map Variables (edit keys on an existing template)

Both point to the same variable keys used by Zapier, Uncanny Automator, and the Templates API.

Examples

Field name (display)	Mapping name	Used for
Client full name	client_name	Prefill from Zapier / Calendly
Property address	property_address	Prefill from a form or CRM
Appointment date	appointment_date	Prefill booking date
Company	(leave empty)	Key becomes company automatically

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Field Assignment

Assigning to Signers

Signer #1 is the first person on the Add Signers list. Signature fields you place while that slot is active belong to them. Add more people in order for Signer #2, #3, and so on. See Signer order.

When multiple signers exist:

1. Select a field
2. In Properties, find “Assigned To”
3. Select the signer from the dropdown
4. Field changes to signer’s color

Color Coding

Each signer has a unique color:

Signer	Color	Meaning
Signer 1	Blue	Signer 1’s fields
Signer 2	Green	Signer 2’s fields
Signer 3	Orange	Signer 3’s fields

This helps visualize which signer completes which fields.

Field Visibility

• Each signer only sees their assigned fields as editable
• Other signers’ fields appear as read-only
• Completed fields show the entered values

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Field Properties Reference

Common Properties (All Fields)

Property	Type	Description
field_name	String	Display label in the editor (Field Properties)
variable_mapping	String	Integration key; empty falls back to field name
placeholder	String	Signer hint text (text-like fields)
assignedTo	Signer	Which signer completes this
required	Boolean	Must be completed
x	Number	X position (% from left)
y	Number	Y position (% from top)
width	Number	Width (% of page)
height	Number	Height (% of page)
page	Number	Page number (1-indexed)

Field-Specific Properties

Signature/Initials

Property	Type	Description
drawEnabled	Boolean	Allow drawing
typeEnabled	Boolean	Allow typing
uploadEnabled	Boolean	Allow upload

Text/Text Area

Property	Type	Description
placeholder	String	Helper text
defaultValue	String	Pre-filled value
maxLength	Number	Character limit

Checkbox

Property	Type	Description
checked	Boolean	Default state
label	String	Display label

Dropdown

Property	Type	Description
options	Array	List of choices
defaultOption	String	Pre-selected value

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Best Practices

Field Sizing Guide

Field Type	Recommended Width	Recommended Height
Signature	200-300px	60-80px
Initials	60-100px	40-60px
Date	100-150px	30px
Text	150-300px	30px
Text Area	200-400px	60-120px
Checkbox	20px	20px
Dropdown	150-250px	30px

Mobile Considerations

60%+ of documents are signed on mobile devices:

• Make signature fields larger (minimum 200px wide)
• Space fields apart (avoid overlapping)
• Use clear labels
• Test on phone before sending

Accessibility

• Add placeholder text to explain expected input
• Use clear, descriptive labels
• Don’t rely only on color to convey meaning
• Ensure sufficient field sizes for touch input

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Next Steps

• Creating Documents - Full wizard guide
• Signer Workflows - Signing order options
• Campaigns - Public signing links