How do I place fields in the PDF editor?

ForLandlordsProperty managers

Who can do this

Landlords and Organization users, in Prepare mode only.

Where to find it

PDF editor → Fields panel ("Drag onto the page or click to add").

Steps

  1. Drag a field onto the page, or click it to add it to the page you're on. Field types: Signature, Text, Text Area, Checkbox, Radio, Dropdown.
  2. With a field selected, use Assign to (or, in Recipients, "Turn on each person who should complete this field.") so the field belongs to a signer. Fields show the assignee's colour and label.
  3. Use the field toolbar: Required, Edit (Field name, Placeholder, Width, Height, and Options for dropdowns and radios), Duplicate (on this page, or On every page), and Delete.
  4. Shift-click several fields to change them together ("<n> selected").
  5. Select Save. The header shows "Unsaved changes", "Saving", then "All changes saved".

Good to know

  • A Dropdown with no options shows "No options" and "Add at least one option so signers can choose." until you add one with Add option.
  • On the standard lease form, some fields offer Use on future documents, which saves that value for your future leases.
  • On a phone, tap a field to get a docked bar (Required, Edit, Duplicate, Delete); Add field opens the field list.
  • Other header controls: zoom in/out (Ctrl + / Ctrl -), Reset zoom to 100%, Fit to width, show or hide the pages panel, Download, and More actions.

Limits

There is no separate date field type; use a Text field. Signature fields are required by default.

Troubleshooting

Closing with unsaved fields asks "Save your changes?" with keep editing, discard or save options.

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