Agreement Express supports various types of fields and properties to help ensure you receive the correct information the first time. Some field properties are common to every type of field in Agreement Express (such as required) while others are only relevant to some field types.
After you drop a field onto a document you will see the Field Attributes and Controls section appear showing all the different properties for that particular field. Common field properties include:
- Field ID – unique ID set by the system which cannot be changed
- Field Name – name of field that will appear in reports like Process Monitor and Data Download; can be changed
- Visibility - Controls whether the field is visible to signers and if it should be included in the PDF copy
- Required – forces the signer to interact with the field before they can finish signing. You can also set the field to only be required based on another field by entering in the field ID in the text field next to the required checkbox
- Read Only – stops signers from interacting with the field
- Font Size – sets the size of the text (font) in each field
- Tab Order – controls which field comes next when using the Tab key to move between fields. Defaults to the order fields were created
- Tool Tip – the message that appears when the mouse hovers over a field
- Edit Rights – controls which signer can edit the field. Defaults to the first signer
- Colour – sets the background colour of the field (does not print to PDF copies)
- Transparency – controls the intensity of the background colour
A text field is simply a field that stores any text. By default almost any text can be entered but customizing the field properties allows you to add constraints to ensure the requested data is entered. Properties that are unique to text fields include:
- Char Max – sets the maximum number of characters that can be entered into the field
- Prompt Text – sets text that displays in the field while empty, usually about what is needed
- Password – any values entered will appear starred out. Information can be viewed by downloading a PDF copy or running a report such as Process Monitor or Download Data
- Multi-line – sets the text to appear in paragraph form
- Date Field – allows you to change the text field to a date field (when clicked, will show a calendar widget)
- Text Align – sets where in the field the text will appear
- Format – you can auto-format the field to show a decimal with zeros and/or a currency symbol either before or after the entered value
- Formula - allows you to have fields auto calculate based on entered values in other fields. Use field IDs eg. = (uField_1) + (uField_2)
A date field is just that - a field that requires a date to entered through a calendar that pops up when the field is clicked on. The only property unique to a date field is:
- Date Format - set the format the date will be displayed in
A checkbox is great when more than one option can be chosen in answer to a question or there is only one option. The following properties are unique to checkboxes:
- Checked Value – this is the value that will appear in reports when the box is checked (cannot be changed)
- Un-Checked Value – this is the value that will appear in reports when the box is not checked (cannot be changed)
Radio buttons are good to use when only one answer can be selected from multiple options.
- Value – this field is blank until the radio button is selected
- Selected – this lets you unselect the radio button without selecting others in the group
- Checked Value – this is the unique value of the radio button when checked
To create a set of radio buttons, name each button in the group the same and give each one a different checked value. To create another set, simply give those a different name. Every radio button with the same field name will be considered one group. In reports, the value of the selected radio button will appear.
A drop-down can be a great alternative to radio buttons as it takes up less space and provides a more streamlined form. The following properties are unique to drop-downs:
- Combo – this is where you set the different options for signers to choose from
- Add Row – adds an additional row to the dropdown
- Clear List – allows you to remove all rows in a dropdown
To set the values for a dropdown, go to the Combo property in the Agreement Builder. Click on Add Row, then on ‘click to edit’ to enter in your value. Repeat until you’ve entered all desired values. These values will appear in the same order on the dropdown. By default, the first value in the list will be shown.
A label allows you to add additional text to the document which you can set to not be included on PDF copies allowing you to add messages unique to Agreement Express. Labels are intended for short one sentence messages.
- Label Text – the text you would like to display
When placing labels, make sure they doe not overlap with other fields as this can prevent users from interacting with those fields.