Introduction
Understanding placeholder and default values is essential for creating effective and user-friendly forms. Placeholders guide users on what to enter in a form field, while default values ensure consistency by providing predefined text if the field is left blank. This guide will walk you through how to use these features in BoloSign.
Placeholder Value: Temporary text in a form field guiding user input, disappearing when entered (e.g., "MM/DD/YYYY" for a date).
Default Value: Predefined text automatically populates form fields if left blank, ensuring consistency (e.g., "Not Specified" for gender).
1. Click on Documents
2. Click on PDFs
3. Click on Create Signature PDF
4. Select "New Patient Registration Form Template.pdf" from file upload menu
5. Fill all the required details like name, email, Email subject and it's body and then "confirm".
6. To use placeholder feature. Click on Text
7. Drag the text box where it is required.
8. Click on Edit Styles
9. Note: Remove Default Value to use placeholder.
10. Type "DD/MM/YYYY" in the placeholder section. and it's done.
11. To use Default value feature. Click on Text
12. Drag Text option under the Occupation.
13. Click on Edit Styles
23. Type "Self Employed"
14. Click on Send
15. Click on Send Via Email
16. This is how the user will receive the document.
17. You can edit the placeholder.
FAQs
What is a placeholder value?
Ans. A placeholder value is a temporary text in a form field that guides the user on what to enter. It disappears when the user starts typing.What is a default value?
Ans. A default value is a predefined text that automatically populates a form field if left blank, ensuring consistency.How do I add a placeholder value in BoloSign?
Ans. Drag the text box to the desired location, click on "Edit Styles," remove any default value, and type the placeholder text.How do I add a default value in BoloSign?
Ans. Drag the text box to the desired location, click on "Edit Styles," and type the default value in the provided section.Can I edit placeholder and default values after setting them?
Ans. Yes, you can edit both placeholder and default values by selecting the text box and clicking on "Edit Styles."Why should I use placeholder and default values?
Ans. Placeholders guide users on what to input, while default values ensure consistency and reduce the chances of incomplete submissions.
Conclusion
Using placeholder and default values in BoloSign enhances the user experience by guiding input and ensuring consistency. By following these steps, you can easily set placeholder and default values in your forms, making them more efficient and user-friendly. BoloSign’s intuitive interface makes managing these features straightforward, streamlining your document workflow.