How to add different signer fields to your recipients?
This section says how to set different types of fields supported in Zoho Sign.
Image category fields
Signature field
- Signature of the signer can be collected.
- Signers can draw, upload, type (in the case of guest signer), or fetch their signature from their Zoho Sign profile. Learn more
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Signature",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Signature",
"width": "22.045264",
"height": "2.461140",
"x_value": "68.499843",
"y_value": "84.132124",
"page_no": 0,
"field_category": "image",
"field_label": "Signature"
}
]
}
]
}
}
Initial field
You can use initial fields in instances where there is a space constraint for the signature field to be placed.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Initial",
"field_label": "Initial"
}
]
}
]
}
}
Image field
Signer can upload an image.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Image",
"field_label": "Image"
}
]
}
]
}
}
Stamp field
- Signer can either drag and drop or upload the document /image containing the company's stamp.
- Click here to learn how to add your organization logo to your Zoho Sign profile.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Stamp",
"field_label": "Stamp"
}
]
}
]
}
}
Text category fields
Text field
- Use this to accept any type of character as an input.
- However, when data validation is enforced, it ensures that the sender gets the right input from the signer.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Textfield",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Text Field",
"width": "16.010059",
"height": "1.683938",
"x_value": "30.779809",
"y_value": "17.357513",
"page_no": 0,
"field_category": "textfield",
"field_label": "Text",
"text_property": {
"font": "Roboto",
"font_size": 11,
"font_color": "000000",
"is_bold": false,
"is_italic": false,
"max_field_length": 2048
}
}
]
}
]
}
}
Company field
- The signer can enter their company details, or if the signer is a Zoho Sign customer, the details can be auto-fetched from their profile.
Click here to learn how to set up organization details in your Zoho Sign profile.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Company",
"field_label": "Company"
}
]
}
]
}
}
Name field
- Signer's full name/first name/last name can be obtained.
- The signer's name gets auto-fetched from the recipient details entered by the sender, but can be edited by the signer.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Name",
"name_format": "FULL_NAME",
"field_label": "Full Name"
}
]
}
]
}
}
Email field
- Sender can get their signer's email address in the document with this field.
- Once the signer clicks this field, the email address is auto fetched and cannot be edited.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Email",
"field_label": "Email"
}
]
}
]
}
}
Job title field
Similar to text field, but if the signer has added their job title, that information will be auto fetched while document signing.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Jobtitle",
"field_label": "Job title"
}
]
}
]
}
}
Date category fields
Date field (Custom date)
- This can be used wherever the sender wants a value related to date in their document.
- The entry could be either a past date or a future date.field_category to be set as "datefield" and date_format param to be passed.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "CustomDate",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Date",
"width": "16.010059",
"height": "1.683938",
"x_value": "19.631444",
"y_value": "12.240933",
"page_no": 0,
"date_format": "MMM-dd-yyyy",
"field_category": "datefield",
"field_label": "Date",
"text_property": {
"font": "Roboto",
"font_size": 11,
"font_color": "000000",
"is_bold": false,
"is_italic": false
}
}
]
}
]
}
}
Checkbox category fields
Signer can choose from multiple options provided by the sender.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Checkbox",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Checkbox",
"width": "1.927913",
"height": "1.489637",
"x_value": "69.338066",
"y_value": "11.917098",
"page_no": 0,
"field_category": "checkbox",
"field_label": "Checkbox"
}
]
}
]
}
}
Dropdown category fields
You can have your signer choose an option from the list of options provided by the sender.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Dropdown",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Dropdown",
"width": "16.010059",
"height": "1.683938",
"x_value": "80.431423",
"y_value": "11.595288",
"page_no": 0,
"field_category": "dropdown",
"field_label": "Dropdown",
"dropdown_values": [
{
"dropdown_value": "Dropdown Value 0",
"dropdown_order": 0
},
{
"dropdown_value": "Dropdown Value 1",
"dropdown_order": 1
},
{
"dropdown_value": "Dropdown Value 2",
"dropdown_order": 2
}
],
"text_property": {
"font": "Roboto",
"font_size": 11,
"font_color": "000000",
"is_bold": false,
"is_italic": false
}
}
]
}
]
}
}
Radio group category fields
The signer can choose only one option from the options provided by the sender.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Radiogroup",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Radiogroup",
"field_category": "radiofield",
"field_label": "Radiogroup",
"sub_fields": [
{
"sub_field_name": "Option+1",
"width": "1.960784",
"height": "1.515036",
"x_value": "91.412144",
"y_value": "17.098446",
"page_no": 0
},
{
"sub_field_name": "Option+2",
"width": "1.960784",
"height": "1.515036",
"x_value": "91.412144",
"y_value": "19.113482",
"page_no": 0
},
{
"sub_field_name": "Option+3",
"width": "1.960784",
"height": "1.515036",
"x_value": "91.440905",
"y_value": "21.606995",
"page_no": 0
}
]
}
]
}
]
}
}
Attachment category fields
You can have your recipient add attachments upto 10 MB. The attachment will be present at the end of the document.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Attachment",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Attachment",
"width": "16.010059",
"height": "2.137306",
"x_value": "19.04468",
"y_value": "8.031088",
"page_no": 0,
"field_category": "filefield",
"field_label": "Attachment"
}
]
}
]
}
}
Payment category fields
You must have integrated with Zoho Checkout and must have sent the document with payment field from Zoho Sign's UI before using this API.
Copied{
"requests": {
"actions": [
{
"fields": [
{
"field_type_name": "Checkout",
"action_id": "14197000001428004",
"document_id": "14197000001427002",
"field_name": "Payment",
"width": "16.010059",
"height": "1.683938",
"x_value": "48.717781",
"y_value": "38.147668",
"page_no": 0,
"date_format": "MMM-dd-yyyy",
"field_category": "payment",
"field_label": "Payment",
"amount": "100",
"currency_code": "INR",
"form_id": "102660000000104380",
"org_id": "68019648",
"text_property": {
"font": "Roboto",
"font_size": 11,
"font_color": "000000",
"is_bold": false,
"is_italic": false
}
}
]
}
]
}
}