Persistent options
Typed dropdown entries are stored at the template or account level, allowing future documents to present previously entered values to signers while maintaining a record of the original input for auditing and consistency.
When implemented as part of a signNow workflow, saved typed dropdown entries become part of the signed record and are captured in the platform's audit trail, supporting enforceability under U.S. electronic signature laws such as ESIGN and UETA.
Account administrators manage template settings, permission scopes, and retention policies. They control who can enable Save Typed Dropdown, review exported lists, enforce naming conventions, and coordinate audits to maintain compliance and data integrity.
Signers may enter new dropdown options when allowed and should follow established naming conventions. Their entries are recorded in the audit trail; organizations can limit who may save entries to maintain consistent datasets.
Typed dropdown entries are stored at the template or account level, allowing future documents to present previously entered values to signers while maintaining a record of the original input for auditing and consistency.
Signers can add new options during completion; these entries become selectable for subsequent signers according to the field's save and visibility settings, reducing manual corrections and improving data capture accuracy.
Saved entries propagate to templates and copies when sync is enabled, ensuring that teams using standardized documents receive updated option lists without manual edits to each file, simplifying template maintenance.
Permission settings determine which roles can enable or clear saved entries; administrators can restrict save functionality to reduce erroneous additions and align data capture with organizational policies.
Saved options are searchable within dropdown fields, improving usability for long lists and allowing signers to find previously typed values quickly, particularly in high-volume or recurring document workflows.
Fields can preserve entries in multiple languages when used globally; saved options respect character sets and formatting, supporting multinational forms while keeping stored values consistent per locale.
When importing documents from Google Docs, dropdown fields configured with save typed dropdown retain previously stored entries; updates to saved options propagate when templates are synchronized from the connected Drive document.
Integration with major CRMs pushes selected dropdown values into contact or opportunity records; saved entries reduce mapping errors and keep CRM fields aligned with values entered during signing.
Documents stored to Dropbox maintain field settings and saved dropdown entries when exported or synced, supporting consistent options across files and simplifying folder-based template management for teams.
Teams can embed save typed dropdown fields in reusable templates, ensuring that saved entries appear for all users of the template while preserving template-level control over which entries are visible.
| Feature | Configuration |
|---|---|
| Default setting for save typed dropdown | Enabled by default |
| Auto-propagate saved entries to templates | Enabled for account templates by default |
| Permission controls for saving entries | Admins only or role-based access |
| Audit logging for saved entries | Full edit history and timestamps |
| API endpoints for dropdown management | List, add, or clear saved entries via API |
The save typed dropdown feature is available in signNow's web app and native iOS and Android applications, requiring current app versions for full functionality.
To ensure consistent behavior across devices, keep signNow updated, test save typed dropdown fields on target platforms, and verify account-level template sync settings. Offline mode may restrict saving typed entries until the device reconnects and synchronizes with the account.
A medical clinic uses save typed dropdown on intake forms to capture physician names, clinic locations, and specialty codes entered by staff during patient check-in.
Resulting in faster check-in, fewer manual corrections, and a clearer audit trail for patient records that supports HIPAA-compliant documentation and streamlined billing reconciliation across the clinic's templates.
A human resources team implements save typed dropdown in offer letters and onboarding packets to capture role titles, department codes, and office locations typed by hiring managers.
Leading to faster onboarding cycles, uniform job titles across systems of record, fewer back-and-forth corrections with hiring managers, and cleaner data feeds into the applicant tracking system for compliance reporting and headcount planning.
| Criteria | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| Save typed dropdown persistence | Partial | ||
| Template-level propagation | Partial | ||
| Mobile app support | |||
| Audit trail detail | Detailed logs | Limited logs | Basic logs |
7 years for contract retention
Daily backups with versioning
Export completed records quarterly
Restore from backup snapshots
Suspend deletions during holds
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