Make a field mandatory or optional

Step 1

From the dashboard, click ‘Get Started’ or ‘Templates’.

Step 2

Add your document and envelope signer details and click ‘Continue’.

Step 3

Insert relevant fields into your document.

Step 4

On the right-hand side, the field will automatically be mandatory as the ‘required’ checkbox is ticked.

Step 5

To make the field optional, untick the required checkbox.