When you add a new question to your form, you need to choose which type of question you want it to be. Review the content below for a brief description and screenshots of each form field type.

Skip To:

• Short Response
• Paragraph
• Dropdown
• Multiple Choice
• Email
• Address
• Number
• Monetary
• Date
• File Attachment
• Yes/No
• Related Record
• Help Center

 

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Short Response

Short response form fields allow single line text inputs. Use a short response question when you want a user to enter short text.

Workflow Designer

Launch Form

 

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Paragraph

Paragraph form fields allow multiple lines of text input. Use a paragraph form field when you want a user to enter longer text, such as descriptions or additional terms.

Workflow Designer

Launch Form

 

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Dropdown

Dropdown form fields allow you to create a dropdown menu. You can select Allow multiple selections to allow multiple selections from the dropdown. You can build conditions based on the dropdown answers.

Workflow Designer

Launch Form

 

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Multiple Choice

Multiple choice form fields allow you to create a multiple choice question. You can select Allow multiple selections to allow multiple radio button selections. You can build conditions based on the multiple choice answers. If the field is tagged in your document, the selected answers render in a list separated by commas.

Workflow Designer

Launch Form

 

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Email

Email form fields allow you to collect email addresses from your users. Your users should not submit a form if their email is invalid.

Workflow Designer

Launch Form

 

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Address

Address form fields allow you to collect addresses from your users. Your users cannot submit a form if their address is missing a required field.

Workflow Designer

Launch Form

 

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Number

Number form fields allow you to collect numerical values from your users. Non-numeric values are not allowed. You can build conditions based on the number value entered.

Workflow Designer

Launch Form

Numbers to Words Filter

After you set up a number form field question, you can adjust how that number appears in your document.

1. Click on the Workflow Designer tab and select the workflow configuration you want to modify.
2. Click on the Document tab.
3. Find the number field tag and right-click on it.
4. Click Format and select your formatting preference. The field is automatically converted to your selected format in your launch form. For example, 100 can be automatically updated from “100” to “100th”.

 

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Monetary

Monetary form fields allow you to collect monetary amounts from your users. Your users can select their currency type and enter their value. You can build conditions based on the currency and monetary values entered.

Workflow Designer

Launch Form

 

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Date

Date form fields allow you to collect dates from your users. Your users can type in a date or select a date from a calendar. You can build conditions based on the date values entered.

Workflow Designer

Launch Form

 

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File Attachment

File attachment form fields allow you to collect additional files from your users. Your users’ files are uploaded to cloud storage at the path configured at Archive > File Management > File Paths > Uploads. The files are also attached to the contract record when the workflow is archived.

The following file types can be uploaded for file attachments that are not included in the signature packet:

•    ".pdf"
•    ".doc"
•    ".docx"
•    ".jpeg"
•    ".jpg"
•    ".png"
•    ".gif"
•    ".xls"
•    ".xlsx"
•    ".csv"
•    ".ppt"
•    ".pptx"

The following file types can be uploaded for file attachments included in the signature packet:

•    ".pdf"
•    ".doc"
•    ".docx"

Workflow Designer

Launch Form

 

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Yes/No

Yes/No questions are multiple choice form field questions with preset yes and no values. These values are not editable.

Yes/No form field questions are searchable as such in Repository. The record type for these questions is Yes/No and they can be added as additional record properties to show up in Archive only. This searchability is the key difference between selecting a yes/no form field instead of creating a Yes/No multiple choice form field question.

Workflow Designer

Launch Form

 

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Related Record

Related records enable you to connect workflows to one another. You cannot connect two active workflows together. You can only select a completed workflow record.

Workflow Designer

Launch Form

 

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Help Text

Help text form fields allow you to provide additional information on launch forms, counterparty forms, and internal forms. You can use this form field to link to resources, checklists, descriptions of parallel processes, and advise users as to what happens after they submit.

Workflow Designer

Launch Form

 

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