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Using Floating Text Fields in Documents & Contracts
Create flexible, fillable documents by placing signatures, text, and date fields exactly where you need them—complete with required rules, custom values, and multi-signer support.
Turning Static Documents Into Fillable, Signable Workflows
Static PDFs and contracts often require manual edits, back-and-forth emails, and separate tools just to collect signatures or fill in details.
Floating text fields allow you to place signatures, text inputs, and date fields directly inside your documents—turning them into interactive forms.
Without structured fields, documents can come back incomplete, incorrectly filled out, or require additional follow-up to finalize.
This guide will walk you through how to add and manage floating fields so your documents are easier to complete and fully controlled from start to finish.
To begin, review how to access the template editor and prepare your document for field placement.
Access & Template Setup
- Go to Payments → Documents & Contracts.
- Open Templates, then create a document or upload a PDF.
- Open the template editor to place your fields on the page.
Follow along: Upload your PDF first, then add fields after the final wording is set—this prevents re-alignment work later.
Add Floating (Fillable) Fields
- Click the + menu and choose a field type: Signature, Text, or Date.
- Drag & drop the field onto the correct spot in the document.
- Resize the field to match the space you want the signer to use.
Customize Fields (Required, Values, Date Rules)
- Required fields: Hover a field to open its menu and toggle Required for anything that must be completed.
- Custom values: Add custom values (for example, Company Name) to pre-fill or standardize details.
- Date rules: Choose the date format (Y/M/D) and restrict to any date, past only, or future only.
- Copy / delete: Use the hover menu to duplicate a configured field or remove a field you don’t need.
Pro tip: Configure one field (size + required + rules), then copy it to keep spacing consistent across the document.
Align Fields Precisely
- Drag fields into place for rough alignment.
- Use Shift + Arrow keys for small nudges.
- Use Shift + Ctrl + Arrow for faster movement across the page.
Assign Signers & Multiple Signatures
- Add separate Signature fields for each signer.
- Assign each field to the correct contact.
- Hover the name tag on the signature field to confirm who it’s assigned to.
Example: Put Client Signature on page 1, and Company Signature + Date on the final page—each assigned to the right signer.
Use Cases
- Business contracts: multi-stakeholder agreements with assigned signature fields.
- Service agreements: scope, terms, and signatures for both parties.
- Employment documents: employee info, start dates, and required acknowledgements.
- Client onboarding: capture details and authorization signatures cleanly.
Want cleaner signatures and fewer follow-ups?
Floating fields let you control exactly what gets filled in—and make sure required signatures and dates never get skipped.
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Frequently Asked Questions
How do I add floating text fields?
Go to Payments → Documents & Contracts → Templates, open or upload a template, click the + menu, then drag in Signature, Text, or Date fields.
Can I make fields required or add custom values?
Yes. Hover the field to open its menu, then toggle Required and add custom values (for example, Company Name).
What date options are available?
You can choose formats (year/month/day) and restrict dates to any date, past only, or future only.
How do I assign multiple signatures?
Add separate Signature fields and assign each to a specific contact. Hover the name tag to confirm who each signature belongs to.
What are the alignment shortcuts?
Drag to move, use Shift + Arrow keys for precise nudges, and Shift + Ctrl + Arrow for faster movement.
Does this work with uploaded PDFs?
Yes. Upload a PDF as a template and place fields anywhere on the page.
Build Professional Documents Without Extra Tools
Upload your PDF, place floating fields, assign signers, and collect signatures—without the back-and-forth or messy formatting.
Cleaner workflows. Faster sign-offs.
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