Document Editor

Signer Fields and No Signer Fields
Signer fields are fields that can be assigned to individual signers and filled by these signers during the signing process. The signers of a document or tem...
Mon, 10 Nov, 2025 at 9:58 AM
Filled By...
When preparing a template in the document editor and selecting a field you'll notice a "Filled By" dropdown menu in the dynamic top options me...
Mon, 10 Nov, 2025 at 9:59 AM
Required Fields
In order to make sure that your signer(s) fill certain fields before completing a document, the majority of fields can be made required by checking the &...
Mon, 10 Nov, 2025 at 9:59 AM
Field Identifier
Field Identifiers are a way of unique labeling fields in order to be able to reference them easily using the Xodo Sign API. In order to assign a field label...
Mon, 10 Nov, 2025 at 9:59 AM
Image Field
Why do I need this? It's often needed to add images to the document during the signing process. A company stamp or quality seal A profile picture of...
Mon, 10 Nov, 2025 at 9:59 AM
Bulk Sending
Tip - Overage Billing! The Bulk Sending feature is used to generate lots of documents. All of these documents are counted against your API quota. As the p...
Mon, 10 Nov, 2025 at 12:18 PM
Fields Overview (Field Types)
Please find below a quick summary of the fields you can place onto your document workspace: Signature Place signature fields exactly where you expec...
Mon, 10 Nov, 2025 at 12:20 PM
Document Editor
Whenever you click "Prepare" in the process of creating or editing a document or template, you will be redirected to the document editor. The docu...
Mon, 10 Nov, 2025 at 12:20 PM
Field Actions
Fields can be moved, resized, deleted, copied & pasted, and reassigned to other signers. Using the dynamic top options menu that appears when selecting ...
Mon, 10 Nov, 2025 at 12:20 PM
Read-Only Fields
By selecting one or more fields and checking the "Read-Only" checkbox located in the dynamic top options menu you can make sure that signers are n...
Mon, 10 Nov, 2025 at 12:21 PM