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Why are the colors of my fields changing after I save the document?

So you’ve done all the work of setting up fields for two roles, let’s say. The first role is Manager and the second is Assistant. All of the fields for your Manager role are blue and all the Assistant’s fields are green. Then you save the document,...

Can I password-protect an invitation?

If you’re looking to add signer authentication (password protection) to a document when you invite someone to sign, you can do that! 1. The document requires fields, since the password applies to signer roles. 2. You add that password on the very last screen in...

What are Magic Fields and how do I use them?

To use Magic Fields, upload a document and open it. At the very top you will see Magic Fields to the right of Import Fields. Clicking on it will open a popup window that says something like: “Found 30 text fields and 2 signature fields on this document. Please...