The DocuSigner Document Editor is where you prepare your uploaded PDF documents for signing. This involves placing various types of fields that signers will interact with. This guide covers the basics of using the editor and understanding field types.

Accessing the Document Editor

After uploading a PDF document, you'll typically be directed to the Document Editor. You can also usually access the editor for an existing document by selecting an "Edit" or "Prepare Document" option from the document list or dashboard actions menu.

Editor Interface Overview

The editor interface generally consists of:

• PDF Preview Area: The main area displaying your document. You can scroll and navigate through pages here.
• Field Palette: A sidebar or toolbar containing different types of fields you can add to the document.
• Signer Role Selection: A way to select which signer or role you are currently placing fields for. This is crucial when multiple participants are involved.
• Field Properties Panel (Optional): When a field is selected on the document, a panel might appear allowing you to configure its properties (e.g., making it required, setting a default value, changing its label).
• Action Buttons: Buttons to "Save," "Send for Signature," "Finalize," or "Discard Changes."

Assigning Signer Roles

Before placing fields, it's important to define who will be signing or filling out the document. You can usually add or select signer roles (e.g., "Client," "Employee," "Yourself"). When you place a field, you assign it to one of these roles.

Common Field Types

DocuSigner provides several standard field types:

• Signature: A field where a signer draws, types, or uploads their signature.
• Initials: Similar to a signature field, but for initials.
• Date Signed: Automatically populates with the date the signer completes their action on this field. Can also be a manually entered date field.
• Text Box: A field where signers can type text (e.g., name, address, comments).
• Checkbox: Allows signers to select one or more options.
• Comment Box: A larger text area for more extensive comments or notes.

Placing and Configuring Fields

1. Select a Signer Role: From the signer/role selection tool, choose the participant for whom you are placing the next field(s).
2. Select a Field Type: Click on the desired field type from the Field Palette (e.g., Signature, Text Box).
3. Place the Field: Click on the document preview where you want the field to appear. You can then usually resize and reposition the field.
4. Configure Properties (Optional): If a properties panel is available, you can set options like making the field required, adding a label, or setting validation rules.
5. Repeat for all necessary fields and all signer roles.

Mastering the Document Editor and field placement is key to creating effective and easy-to-sign documents with DocuSigner.