Focus: The focus of this self-help article is to provide steps and information to about the PandaDoc “Initials” field and how it can be used in documents and templates.
Please note: Fields can be used for documents and templates. In this help article we will be using them for a document. Fields can also be resized to provide a larger or smaller field.
Using PandaDoc Editor and “fields”: If you are planning on using fields for the templates and documents you create via the PandaDoc Editor. Fields must be added into “Content Blocks”. Please view this link for more details.
What is a Initials field?: With the Initials field, this can be added to your document so that your recipient has to fill out their initials. This field can also be enabled to “required”. An example of using this, is adding the initials field that the bottom of every page, to confirm they understood the document details.
Step 1: Uploading a document and selecting an Initials field. Upload a document, select “Initials” on the right. Select and hold down your mouse on the Initials Field and place it on the document.
Step 2: Initials field options This field, will allow your recipient to add their initials to the document. This includes a “required” option. Add your recipient, you can also select which “Initial types”, your recipients can use to complete the field.
Step 3: Removing Initials field. If you ever need to remove this field, use the red “remove” link found in options.
Step 4: Configuring Initial types for your PandaDoc Account. If you go to Settings > Settings > Initial types, you have the option to select which types can be used for future templates and documents when you use the Initial field.
Select and choose and be sure to save.