Labelling Fields

Once a field has been created, adding a label helps both Senders and Recipients identify it, saving time and reducing errors when sending and completing documents.

An example of a label might be: “Name of Property” or “Landlord Birthdate.”

Labels are visible on the ‘Details & Set-up’ page for Senders and on the Signing page for Recipients.

To create a field label:

1. Visit the Template Preparation page.

2. Click on a field.

3. Find ‘Content’ under Field Properties on the right and then insert the label.