Add Calculated Fields to a Document for eSignature
How to add a calculated field to a document with airSlate SignNow
airSlate SignNow allows you to automatically calculate values from text and dropdown fields based on pre-set formulas. Once a user fills out input fields, the calculated value will automatically populate the result field.
Add an input text field
Open your document in the airSlate SignNow editor and add fillable text fields where needed.
To insert a text field, select Text Field from the toolbar on the left and click anywhere on the document to place the field. Then, adjust its size and positioning and click OK.
In the Validation Type dropdown, select the data format applicable to your field. Please note that you can only choose format validators marked with a calculator icon for your input fields.
In the Label box, enter the name of your text field. Then, open the Advanced dropdown and type a Unique Field Name (this is a unique field ID that will be used in the formula).
Add an input dropdown field
Customize your dropdown fields the same way. Add the values you’d like to appear in your dropdown to the Answer Choices box (to jump to the next line, press ENTER). Note that you can only add numbers if you are using a dropdown as an input field.
Also, make sure that the Add "Other" Option checkbox remains unchecked.
Enter the name of the dropdown in the Label field. Finally, go to Advanced > Unique Field Name and give your dropdown a unique ID.
Add a calculated field
Select Calculated Field from the left-hand sidebar and place it anywhere on your document. Then, enter your formula in the popup window. Start typing curly brackets to see the list of suggested unique field names (IDs you have previously given to your input fields). Select those that need to be calculated and insert one of the following symbols between them:
- (+) to add
- (-) to subtract
- (*) to multiply
- (/) to divide
You can also round the value of a calculated field to a specific number of decimal places.
Once you have created your formula, click the Create button.
You can also attach a payment request to your calculated field. For this, open the Advanced dropdown, check the Make this payment field checkbox, and then click Ok. Your calculated field will now be shown in the payment request form.
Once you finish customizing your form, click Save and Close.
Your calculated field is now configured and will display calculated values based on your formula and the values added to the input fields.
Please note that the Calculated Fields feature is available to Enterprise subscribers only.
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Your step-by-step guide — add calculated fields
The crucial conceptual advantage of the airSlate SignNow eSignature software for business automation is really a uniform information space that extends the company but provides a unique business process. You can use the PDF form wizard with eSignature fields, give an invitation hyperlink to your companions, suppliers or teammates. Our groundbreaking solution simplifies the analysis and control processes. It permits you to run the workflow much more flexibly without involving extra work force. You can indirectly enhance the relationship between partners and allow them to boost customer satisfaction.
How you can use the PDF form wizard with eSignature fields with airSlate SignNow:
- Create your profile totally free or log in if you already have one particular.
- You can enter with the Single sign-on feature if you possess the airSlate SignNow profile.|If you possess the airSlate SignNow profile, you may sign in with the Single sign-on functionality.
- Import the record from your handheld or desktop device.
- Additionally, you can upload the required document from your cloud storage. Our web-based software works with probably the most suggested repositories: Google Drive, OneDrive, DropBox.
- Effortlessly make adjustments to your template advanced but easy-to-use PDF Editor.
- Type the textual content material, place pictures, leave your annotations or comments, etc..
- You may create fillable fields of diverse types: text message or date, calculated or dropdown, and much more.
- Organize and put in place the attachment require.
- Put in the Signature Field for emailing to sign and collect in-person or multiple eSignatures. If relevant, you may self-sign the template.
- Finish editing with the Done button and go on to use the PDF form wizard with eSignature fields.
airSlate SignNow is the best choice for automation of company procedures and solution to use the PDF form wizard with eSignature fields and fast tasks concluding for organizations of all levels with regards to staff members and complexity. Users can collaborate both internally and externally with customers and providers. Check out all the benefits now!
How it works
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FAQs
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What is a fillable field?
Fillable fields are text boxes that you can embed in your documents so that signers can add their data. airSlate SignNow allows you to use text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment request fields. To add them to a document, select the type of field you need from the left-hand toolbar in the editor and drop it anywhere on your document. -
What is a field label?
Labels are best explained as field names or instructions for what should be added to a field (e.g., Last Name, State, Phone Number, etc.). With airSlate SignNow, your signers can auto-fill identically labeled fields with one click throughout an entire document. Labels are available for text fields, date/time fields, and dropdown fields. -
What is pre-filled text?
With airSlate SignNow, you can prefill documents with information you already know. For example, if you know your signer’s name, you can add it as pre-filled text to the corresponding field in a document. As a result, your signer won’t have to complete this field but will be able to edit the information inside if needed. You can customize pre-filled text for text fields, date/time fields, checkbox fields, radio button groups, and dropdown fields. -
How do I add a fillable field to a document?
Open your document in the airSlate SignNow editor and select the fillable field you need from the toolbar on the left. Then, click anywhere on the document to place a signature field. You can adjust its size and placement as needed. When finished, click OK. -
What is a conditional field?
A conditional field in airSlate SignNow is a fillable field of any type that becomes available for filling out only after a predefined condition has been met (e.g., if another field is completed or a specific value is added to it). -
What is a Smart Field?
Smart Fields allow users to import data from external data sources like spreadsheets, internal company databases, or CRMs, to airSlate SignNow documents. Smart fields work in tandem with the Bulk Invite and Signing Link features. Bulk Invite sends copies of a document to multiple recipients and auto-fills them with information from a CSV. When using smart fields in a document shared via a signing link, the required values have to be added to the link’s URL. -
Can I edit PDF documents with airSlate SignNow?
You can add text, signatures, initials, stamps, checkmarks, and the current date to documents as annotations. Besides, it is possible to add various fillable fields, e.g., text fields, dropdowns, radio buttons, attachment fields, conditional fields, and more. -
What is a fillable field?
Fillable fields are boxes to which your signers can add their data. airSlate SignNow allows you to use text fields, signature fields, date/time fields, calculated fields, initials fields, checkbox fields, radio button groups, dropdown fields, and attachment request fields. To add them to a document, select the type of field you need from the left-hand toolbar in the editor and drop it anywhere on your document. -
How do I edit a fillable PDF in airSlate SignNow Pro?
Open airSlate SignNow, then open the fillable PDF file you want to edit. ... Click on the "library" tab, then click on "standard" to add or update existing fields within the fillable PDF document. ... Change, delete or add text when filling out the fillable PDF. -
How do I send a document to someone to sign?
Upload a document to your airSlate SignNow account and click Invite to Sign. You can also send a document for signing as a freeform (without fillable fields) or share it via a signing link. -
How do I send a PDF to someone to sign?
airSlate SignNow allows you to send a PDF document for signing to one or multiple recipients at once. Click Upload Documents in your airSlate SignNow account and select the PDF you want to send. Once the PDF document is uploaded, select it and click Invite to Sign. You can also send a document for signing as a freeform (without fillable fields) or share it via a signing link. -
Can I configure a signing order for my document?
Click Invite to Sign > Edit Signers. In the pop-up, enter signer emails for each signing step. Drag and drop signers to move them between signing steps. You can create as many signing steps as you need.
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