Introduction
BoloSign's Field List feature in the PDF/template editor streamlines document management by allowing you to view, edit, and manage form fields page-by-page. This guide will walk you through the step-by-step process of using the Field List feature effectively, helping you customize each page of your PDF templates to fit your needs. Whether you’re adding new fields, editing existing ones, or organizing multiple fields across different pages, BoloSign makes it easy.
1. Click on the PDF creation option.
2. Upload the required document and add all the necessary information to send the document.
3. Click on "Confirm"
4. Once the document is uploaded, you can add all the relevant fields to each page of the document.
5. On the left side of the document, you’ll see a list of pages. There, you can access the three-dot menu, which provides all available options for each page.
6. Click on "Fields List"
7. On the right side of the PDF editor, under the "Fields List," you’ll see a display of the fields you’ve added to each specific page of the document.
8. There only you can edit the field
9. After clicking on the edit option, you’ll have various options to customize that field. You can also duplicate the field across all pages of the document or duplicate it to the following pages.
10. If you want to delete a field, you can do so directly, and it will be removed from that specific page of the document.
11. Click on "Send"
12. Click on "Send Via Email
13. Review the Recipients
14. Click on "Continue"
15. Click on "Send Via Email"
Frequently Asked Questions (FAQs)
What is the Field List feature in BoloSign?
The Field List feature allows you to view, edit, and manage form fields on a page-by-page basis in the PDF/template editor, making it easier to customize documents for specific needs.Can I duplicate fields across multiple pages using the Field List feature?
Yes, you can easily duplicate a field across multiple pages or apply it to the following pages using the editing options within the Fields List.How do I delete a field from a specific page?
To delete a field, go to the Fields List on the right side of the editor, click on the field you wish to remove and select delete. The field will be removed from that specific page.Can I see all the fields on each page in one view?
Yes, the Fields List feature provides a comprehensive view of all fields on each page, making it easy to keep track of field placements throughout the document.
Conclusion
The Field List feature in BoloSign’s PDF/template editor is a powerful tool that ensures greater control over your documents, making field management simple and organized. This feature allows for customization on each page, ensuring your documents meet your unique needs while remaining easy to edit, duplicate, or delete fields.