During the signature process, if you wish to capture the Purchase Order details from the signee, instead of using an input field you can use the inbuilt PO Number field. The PO Number field shows up right above the Sign Document button on the signature page. If this field is marked as mandatory, the Sign Document button will be grayed out unless a value is added to PO Number. 

The steps to make it mandatory are as follows:

  1. Click on the Settings (gear icon) option from the left navigation menu. 

  2. Click on Account. 

  3. Navigate to the 'Document Details' section. 

  4. Under the 'Make PO Mandatory' header, select the document types you wish to make PO mandatory for. You can choose multiple options at once. 

  5. Once selected, click on Save. 

Note: This feature will take effect only for newer documents and not for existing documents. 

When signees enter a Purchase Order number, it will become accessible within the document editor. To view it, follow these steps:

  1. Click on the ellipsis beside the ‘Send Document’ button at the upper right corner in editor mode. 

  2. Click on ‘Edit Document Details’ 

  3. Scroll down to the ‘PO Number’ field to check the value. You may also edit and update this value and save the changes as a user. 

  4. To fetch this value on the document, use the merge tag {{Document.PoNumber}}. During preview in web view and in the pdf, the value will then show in the document body.