Save Time by Importing Data into New Document Efficiently
How to import fields to a document with airSlate SignNow
If you have already created a fillable document with multiple pre-configured fields, you can easily transfer those fields to a new or similar document using the Import Fields feature.
Upload a document to your account
In the airSlate SignNow web app, click the Upload Documents button and browse your device for the document you need to be signed. Then, open it in the editor by clicking More > Open.
Import fillable fields in one click
Click on the Settings button at the top of the screen. Then, select Import Fields from the dropdown.
Select an identical or similar document with fillable fields in any of your airSlate SignNow folders. You can view the number of fillable fields and signing roles for each of your documents. Click Next to proceed.
Assign or edit signing roles according to your needs and then click the Import field(s) button.
The fillable fields will be instantly transferred from one document to another along with their settings. You can then adjust the size and position of the imported fields or change their settings.
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Your step-by-step guide — save time by importing data into new document
The critical conceptual benefit of the airSlate SignNow eSignature software for enterprise automation is really a common information area that crosses the organization but mirrors an exclusive business process. You can insert Fields into the Document to eSign, give an invite link to your companions, distributors or teammates. Our industry-leading platform simplifies the analysis and control phases. It permits you to manage the workflow more flexibly without involving external work force. You can indirectly improve the interaction between partners and enable them to boost customer service.
How you can insert Fields into the Document to eSign with airSlate SignNow:
- Create your account totally free or log in if you already possess one.
- You can sign in with the Single sign-on functionality if you have the airSlate SignNow profile.|If you have the airSlate SignNow account, you may sign in with the Single sign-on feature
- Transfer the data file from your portable or desktop gadget.
- Additionally, you can upload the necessary data file from your cloud storage space. Our internet-based solution works with the most recommended repositories: Google Drive, OneDrive, DropBox.
- Quickly make changes to your form using our sophisticated but easy-to-use PDF Editor.
- Type the textual content, include graphics, leave your annotations or remarks, etc..
- You may customize fillable fields of diverse kinds: text message or date, calculated or dropdown, and much more.
- Arrange and put in place the attachment require.
- Put in the Signature Field for emailing to sign and gather in-person or multiple eSignatures. You can self-sign the template if applicable.
- Complete changes with the Done button and go on to insert Fields into the Document to eSign.
airSlate SignNow is the perfect choice for automation of business processes and solution to insert Fields into the Document to eSign and swift tasks concluding for agencies of all tiers staff and complexity. Users can interact both internally and externally with providers and customers. Check out each of the advantages now!
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FAQs
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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. -
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 the field. You can adjust its size and placement as needed. When finished, click OK. -
How do I import a digital signature certificate into a PDF?
Click on "My digital Ids" under the "Security" Tab. Click on Import, and locate the digital signature you wish to import. Now you can use this signature when signing or signNowing your PDF files.
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Frequently asked questions
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