BoloSign’s PDF template editor offers three powerful options—Blocks, Variables, and Schema—to customize and streamline your document workflow. Each option serves a specific purpose, enabling you to create flexible, user-friendly templates for your signees. This guide will explain the differences between these options and how they enhance your document management.

They are as follows:

Blocks are fields that help you to type text or upload an image that is not there in the PDF.

There might be instances when you feel that you want to add a field, an image or maybe a few lines to your template. You can make use of blocks to add new text and images. The signees cannot edit these fields.

For example, let's say you want to add a new signature field to your existing template, you can use blocks to add a heading to the signature field, "Signature:"

But, it will be displayed to your signees like this:

_______________________________________________________________________________________________

Variables are fields that can be added when you want to fill in the details yourself before sending it to your signees. The signees cannot edit these fields.

For example:

When you know some of the details of your signee such as his/her Name, Occupation, Company Name, Position etc, you can use the variables option to fill in the details yourself. Adding a variable would save time for your signees and will make their signing experience easier. Click here to learn how to set a variable inside your PDF.

This is how the signing screen would look to your signees:

________________________________________________________________________________________________

Schema is used when you want to add fields for your signees to fill in the details.

You may even set a default value or a placeholder in a schema, but the signees can edit them as well.

Click here to learn how to utilize placeholder and default value options.

​FAQs

1. What are Blocks in BoloSign templates?
Blocks are fields for adding static text or images to your PDF template. These fields are non-editable by signees and are perfect for headings or additional text.

2. When should I use Variables?
Use Variables to pre-fill information like names, occupations, or company details before sending the document to signees. Variables are non-editable by signees.

3. What is Schema used for?
Schema is used to add editable fields for your signees, allowing them to input details like names, dates, or comments during the signing process.

4. Can I use placeholders and default values with Schema?
Yes, Schema allows you to set placeholders for guidance and default values for convenience. These can be edited by the signees.

5. How do Blocks, Variables, and Schema differ?

6. Can I mix Blocks, Variables, and Schema in a single template?
Yes, you can use all three options in one template to create a comprehensive, flexible document.

7. How do these options enhance the signing process?
By using Blocks, Variables, and Schema, you can customize templates to save time, reduce errors, and ensure a smoother signing experience.

Blocks, Variables, and Schema in BoloSign templates provide unmatched flexibility for customizing your PDFs. While Blocks add static content, Variables enable pre-filled fields, and Schema creates editable fields for signees. By understanding and utilizing these features, you can create professional, efficient, and user-friendly documents tailored to your workflow. Start leveraging these tools today to enhance your digital signature experience.