FuseSign Placeholders
FuseSign Placeholders allow you to add a placeholder ‘stamp’ to create a field where recipients can add data.
For repetitive document types and placeholder locations consider setting up a Placeholder Template.
Using FuseSign Placeholders
When using FuseSign Placeholders you will need to add the placeholders to each of the specific locations within the documents where you want the information to appear.
You can add placeholders via the button (if the bundle still requires placeholders before it can be sent) or by using the icon to launch the placeholder editor for a specific document.
Adding Placeholders
On the left panel, you will see all recipients for the bundle, and their signing action for the current document. Clicking on a recipient name will expand the list of placeholder options to add for them. To add a placeholder to the document, simply drag and drop it into place.
A maximum of 250 placeholders may be applied to a single document.
Changing Signing Actions
If you need to change a signing action for a recipient, you do not have to go back to the bundle creator screen. Simply click on the icon next to the recipients name on the left panel and select their new action.
Stamp Properties
For any User Input placeholders you will have further options to edit the properties of those stamps. From this panel, you can make the selected placeholder mandatory to be filled by the client, or enter a default value.
Placeholder Templates
To save or apply a placeholder template go to the right panel under the All Stamps tab and select Save Template to save your current selections as a new placeholder template, or select Load Template to apply a pre-existing one.
Deleting Placeholders
To remove placeholders from a document you can either click on the specific placeholder and select the trash icon or hit Delete on your keyboard.
If you want to remove all placeholders for a recipient, this can be done from the right panel under the All Stamps tab. Click on the Recipient, and select the red icon to remove all of their placeholders. You can also select reset from this same menu to remove all placeholders for all recipients.
Placeholder Types
Signature Placements
If a recipient has a signing action on a document, at least one of these placeholders will be required. When your recipient signs, their signature will appear on the document where you place these.
Adds a standard signature placeholder to the document
Similar to the above, but also automatically adds the signing date below the signature
User Inputs
These options allow your users to fill out additional information on your document. You can also set properties for these inputs from the right panel to make them mandatory, or to assign a default value.
Adds a single text line for your recipient to fill in
Adds a checkbox to the document, that can be checked by the recipient
Allows your recipient to manually fill in a date
Adds a multi-line text input that you recipient can fill in
Signature Stamps
These stamps do not require any interaction from your recipient and will be automatically filled when the document is finalised.
Automatically stamps the date the document was signed by this recipient.
Automatically stamps the signer’s name
FAQ
Q: Is there a Radio Button option?
A: No. FuseSign does not include a radio button option. If you need your client to select just one option of many, we suggest you include a text box to include a typed response.
Q: Is there a mandatory checkbox/text field option?
A: Yes. You can mark a User Input placeholder as mandatory from the Properties tab on the right hand panel. Please note that if a Input isn’t marked as mandatory it is possible for clients to not submit any information in that field. Recipients will receive a warning that they have not filled out any of the optional fields other than checkboxes, as not-checked is also a valid response.
Q: Why can’t I copy and paste the text out of the placeholder text fields on a completed document?
A: FuseSign flattens the content into the PDF as an image to prevent it from being tampered with before applying the digital certificate.
Q: Can recipients see the content that other recipients have previously added into placeholder text fields?
A: Yes! They might just need to zoom in a little.
Q: Why is the small font size so small on the text field?
A: If a signer enters a lot of text in a small input there may be visibility issues. You can zoom in and use the arrow keys to read the wrapped text. A single-line text field is ideal for single inputs, while a multi-line text field is more suitable for larger pieces of text. To avoid visibility issues, consider increasing the size of the placeholder before sending the bundle.
Related: Signature Placement Mode.
If you have any questions, please contact our office at support@fuse.work.