Input fields allow you to add fields that can be filled by you or your customer at the time of signing, these fields can be used for anything from adding the name of the signing authority to the phone number of the business. You can add three types of fields - Text box, Date, and Checkbox.
To add an Input box into your document, you would have to follow the steps below,
- Navigate to and open the document you want to add an input field too.
- Add a "Text Block" form "Drag and Drop Blocks" section on the right-hand side of your screen
- Or use an existing Text block to add "[[" i.e. "2 square brackets" using the key on your keyboard as shown in the video below.
- Once done, an input field option would pop-out
- Select the type of field depending on what information you want the end client to fill. Available types are - Text, Date, and Checkbox fields
- Assign who will fill in the input field.
- Note: Only a signee will be able to fill in details in an input field. Hence the dropdown will be empty if there are no signees assigned to the document yet.
- Enter the Label text for the input field. This will help the end client to know what information to enter in the given field
- Enter the Placeholder text for the input field.
- Check if the information is mandatory to be filled by the end client or not. If marked as required, the end client won't be able to finalize the document unless they enter information in the input field.
- Hit Save.
Troubleshoot: It is mandatory to add a assignee to an input field. If any of the input fields have not been assigned to a signee you will see an validation message before sending the document.
We can now store “input field” values in your Zomentum platform.
If you need to record the values entered by your end customer under any of the modules, you need to create a custom field under that module and later add an input field that can be mapped to the custom field.
Let us walk through the steps with an example. Say you want to get a code that needs to be logged under your opportunity.
A. Create a custom field under opportunity, Navigate to Settings > Custom field > Under Opportunity, add a custom field > Field name - “Code” and Field type - “Text field”. This would create a custom field under your opportunity module.
B. Add an input field in a quote, after adding Field type, Assignee, Placeholder text, and a Label.
Toggle on the “Map input values to a field”.
C. Once you change the status, the option to select the custom field to which input values need to be assigned appears. Here, select Opportunity > Code.
D. When your end customer signs the document and adds the code, it would be automatically added to the Code field under the opportunity to which the document is looped.
