Create a PDF form by adding fillable fields to a document

DocHub is perfect for creating PDF forms that can be used to request e-signatures. A form will allow signers to quickly fill out their information into fields that you've assigned to them using the Fields Manager. Choose from the following field types:

  • Text
  • Paragraph
  • Checkbox
  • Dropdown menu
  • Signature
  • Initials
  • Auto Date

Inserting and assigning fields

screencast_2019-04-25_12-56-51_FIELDS_MANAGER_add_signature_and_date_fields_SMALLER.gif

  1. Open a document.
  2. Click on Edit Template or Manage Fields DocHub_UI_-_Manage_Fields_button.png.
  3. Select the type of field from the vertical column on the left side.
  4. Click on your document to insert a field. 
  5. Use the right panel to Assign the field to a Role or person and to designate it as a Required field

It's recommended to create forms from a template, especially if you plan to use the form more than once. A template will already have a Client role which is auto-created by default, but for regular documents, you must enter a person's email address on the People tab to assign them to a field.

You can edit any of the fields you've added by clicking one which will make it the active field for editing and change the color of its horizontal bar from orange to blue. 

Assigning multiple fields to a role with a single click

The bottom of the Field, Role or People tab has a button to assign all unassigned fields to a certain role or person in a single click. Just choose a signer from the drop down menu and click on the Assign button.

DocHub_UI_-_Assign_multiple_fields.png

For more information about assigning roles to fields for e-signature or form filling, see our article Sign Requests: Getting Started.

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