How do I add fields to a PDF document?
Last Updated: Mar 06, 2017 07:47PM CST
With DocHub, anyone can easily fill out PDF forms and add new fields and annotations to a document, but you can also use DocHub to create PDF forms from scratch for other people to fill out and electronically sign from a variety of file types or by creating a blank document. DocHub's Fields Manager lets you add fillable form fields such as text, paragraph, checkbox, dropdown, signature, initials, and date/time fields. It's usually best to create a form as a PDF template especially if you plan to use the form more than once, but you can also create a PDF form with a regular document. To see the differences between the two, click here.
Once you upload, open, or create a document, you can use the vertical layout of buttons on the left side to add any PDF form fields (if you don't see the field choices, you can click on Edit Template or toggle the Manage Fields button). Just select the type of field you want to add and click anywhere on your document to add one. You can keep clicking anywhere on your document to add more, and you'll be able to move or resize or delete any of them them after they've been added. The dropdown field is the only type that requires DocHub Pro.
For each field you've created, you can select it as the active field (blue bar showing) and use the options on the right of the document on the Field tab to assign it to a Role using the Assignee drop-down menu and check a box to make it a required field. You'll also see a Roles tab for templates or a People tab for regular documents. By default, a template will already have a Client role created for you, but for regular documents, you must enter a person's email address to assign that specific person to any fields. The bottom of the Field, Role or People tab also has a button to assign all fields to a certain role or person in a single click. Just choose one from the drop down menu and click on the Assign button. For more information about assigning roles to fields and if you need to send a sign request for e-signature or for any type of form fill request, please see the article below:
How do I send my PDF as a Sign Request?