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Power User Tip: Drop-Down Fields

By: Unknown / Friday, December 7, 2012

Want to have better control of the data your signers input on your RightSignature documents? Try changing your text input fields to drop-down fields. Instead of the signer typing out “California”, potentially misspelling or committing a typographical error, with a drop-down field they will be able to select “CA” from a convenient list. Or, take a look at this example of a signer selecting a particular service plan from a drop-down field.

Drop-down fields present several advantages for you and your signed documents. First, drop-down fields are easier to use than type-in fields, faster for signers to complete, and error-proof. Second, drop-down fields help keep your data in a manageable format for using the Data Exporter to extract data for use in another system or spreadsheet.

To add a drop-down menu to your next RightSignature document, follow these instructions:
  1. Login to RightSignature and choose to send a new document or create a new Reusable Template.
  2. On the Document Overlay screen, click the “Text” box from the Tools menu and drag it onto your document, to the area where you would like to place your drop-down menu.
  3. In the Options menu that opens, click on the “Extras” tab.
  4. In the “Acceptable values list,” type out the values you would like your signer to be able to choose from, separated by a comma. For example: “Personal, Business, Enterprise”
  5. Click Save.

That’s it! Now, when you send that document, the sender will see a drop down menu in the area you placed your text box, with the values you defined available.


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