E-Sign Guide

Placing Signature Fields in E-Sign

Learn how to drag and drop signature, initials, date, text, and checkbox fields onto your documents — and assign each field to the right signer.

Available Field Types

StackBloom E-Sign supports five field types. Each serves a different purpose in your document workflow.

Signature

Most common

Captures a handwritten or typed signature. The signer draws or types their name in a dedicated signing area.

Initials

A smaller version of the signature field. Use on pages where you want acknowledgement without a full signature.

Date

Auto-fills with the date the signer completes the document. Can also be left for the signer to enter manually.

Text

A free-text input field for names, addresses, titles, or any other text the signer needs to enter.

Checkbox

A yes/no field. Use for agreement confirmations, optional selections, or terms acceptance.

Drag-and-Drop Placement

Once you have uploaded a document and added your signers, you can place fields anywhere on the document using the visual editor.

Open your document in the E-Sign editor
From the left panel, select the field type you want to add
Click anywhere on the document page to place the field at that position
Alternatively, drag a field from the panel directly onto the document
The field appears as a highlighted box — click it to configure its settings

Fields snap to a grid by default to help with alignment. Hold Shift while dragging to place fields freely without snapping.

Required vs. Optional Fields

Every field can be set as required or optional. Required fields must be filled in before the signer can complete the document. Optional fields can be left blank.

Required Fields

Shown with a red asterisk (*)
Signer cannot submit until all required fields are completed
Best for signature, date, and legal agreement checkboxes

Optional Fields

Shown with a lighter border
Signer can skip these and still complete the document
Best for title, company name, or secondary phone number

To change a field between required and optional, click the field in the editor, then toggle the "Required" switch in the right-side configuration panel.

Resizing Fields

Fields can be resized to fit the space available in your document layout.

Click on any placed field to select it
Blue resize handles appear at the corners and edges
Drag a handle to resize the field
For precise sizing, use the width and height inputs in the right configuration panel

Recommended Minimum Sizes

Signature:200px wide × 60px tall

Initials:80px wide × 40px tall

Date:120px wide × 30px tall

Text:150px wide × 30px tall

Checkbox:20px × 20px

Assigning Fields to Signers

If your document has multiple signers, each field must be assigned to a specific signer. Each signer only sees and interacts with their assigned fields.

First, add all signers to the document from the "Signers" panel
Click on any field in the editor to select it
In the right panel, click the "Assigned To" dropdown
Select the signer who should fill in this field
The field changes color to match the signer's color code
Repeat for all fields

Multi-Signer Tip

Use the color-coded signer system to quickly verify that every field is assigned. Unassigned fields appear grey and will cause an error if you try to send the document without assigning them.

Field Placement Tips

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Place Fields Over Blank Lines

Position signature and text fields directly over the blank signature lines already in your document for the most professional appearance.

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Use Auto-Date Fields

Set Date fields to "Auto-fill on signing" to capture the exact timestamp automatically. This removes any ambiguity about when the document was signed.

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Duplicate Fields Across Pages

For multi-page documents, use the "Duplicate to all pages" option on initials fields to quickly add the same field to every page without manual placement.