Introduction
In the digital age, managing contacts and streamlining the process of creating and sending documents has become vital for businesses. BoloForms Signature, featuring BoloSign, provides a seamless experience with its easy interface and robust functionality, including custom edit and digital signature options. This guide will walk you through creating custom fields in contacts and using them in PDF templates, enhancing your workflow efficiency.
Creating Custom Fields in Contacts
Navigating to the Custom Fields Section
1. Click on "Contacts"
Start by accessing the "Contacts" section from the main dashboard.
2. Click on the downward arrow to access all three options in the contact section.
Adding a New Custom Field
3. Click on "Custom Fields"
4. A dialog box will appear, allowing you to add a new field and select its type.
5. Add New Field and select its type
6. Click on "Add Field"
7. As you can see, the field name, key, and type are visible, indicating that the new field has been added successfully.
Creating and Editing Contacts with Custom Fields
8. Now we will create a new contact to fill in the value of the new field according to the contact information.
9. We will add all the contact information required for the particular contact.
10. Once all the information has been added, we can see the option for the custom field. We will click on the downward arrow to view the field (Employee ID) added earlier.
11. Now enter the employee ID for the particular contact to make it easier when creating a PDF template.
12. Click on "Save Contact"
Click on "Save Contact" to save all the details.
13. To add the custom field in the existing contact you just have to click on "Edit Contact".
14. Click on "Custom Fields"
15. Enter the value for the particular field according to the contact information.
16. Click on "Save Contact"
Using Custom Fields in PDF Templates
17. Click on creating a new PDF template.
18. A new contact field list has been added based on the contact information provided before. You can include it according to your document requirements.
19. You can also see the custom field which you have added before.
20. Add all the fields as per the document requirements and roles accordingly.
21. Once all the fields have been added according to the roles and document requirements.
22. Click on "Save"
Sending the Document
23. Enter the recipient's name and email address.
24. Under Contact Variables, it retrieves the information that was added while creating a contact.
25. While signing the document, you can see that the fetched information from the contact is added automatically.
26. Click on "Finish"
FAQs
How do I add a custom field in contacts?
To add a custom field in contacts, navigate to the "Contacts" section, select "Custom Fields," and then add the new field by specifying its name and type.
How do you use custom fields in constant contact?
Custom fields in Constant Contact can be utilized by creating or editing a contact and filling in the custom fields with relevant data. These fields can then be used to personalize communication and documents.
Conclusion
Creating and using custom fields in contacts with BoloForms Signature enhances the efficiency of managing contacts and preparing documents. BoloSign’s easy interface and robust esignature features ensure a smooth, automated workflow. By following this guide, you can leverage these tools to optimize your digital document management process.