This article is intended for Admin and TC users in Sisu.
Topics in this article:
Field Types
🔸 Signature Fields
Signature fields can be used to capture signatures from any of your Signing Parties. To insert a signature field into your template, follow these steps:
Navigate to Admin > SisuSign > Esign Templates.
To the right of the template you'd like to add a signature field to, click the Edit button
.From the free-text fields section on the bottom right, click Signature and draw or drag and drop the field to your desired location on the template.
You can resize the field by clicking and dragging the bottom, right corner of the box to adjust its size.
The field color indicates which Signing Party will be able to fill out this field. To change the Signing Party associated with the field, click the colored dot then from the dropdown menu select the Signing Party who should complete the field.
You can customize the signature field by clicking the field. Available customizations are listed below.
The following customizations are available:
Field Name: Rename the field by clicking the field name and typing in the desired field name.
Required: Check this box if you want to require the Signing Party's signature in this field.
Format: Allow the Signing Party to insert their signature in various ways:
Drawn: Only drawn signatures will be accepted.
Typed: Only typed signatures will be accepted.
Drawn or typed: Drawn or typed signatures will be accepted.
Upload: Only an uploaded image of a signature will be accepted.
Description: Add a description if you'd like to provide the Signing Party with more clarification or details.
Condition: If you'd like the requirements for filling in this field dependent on data provided in a previous field, you can set a condition. Detailed information on conditional fields can be found in the Conditional Fields section of this article. 📙
Don't forget to click the Save button 
in the top right corner to save any changes made to your template.
🔸 Radio & Checkbox Fields
If you need to collect data or acknowledgement from your Signing Parties where they can choose one or multiple options, you can use radio buttons or checkboxes.
The key difference between a radio button and a checkbox group is that a radio button permits only one option to be selected at a time, while a checkbox group allows for multiple options to be selected simultaneously.
To insert radio or checkbox fields into your template, follow these steps:
Navigate to Admin > SisuSign > Esign Templates.
To the right of the template you'd like to add a radio or checkbox field to, click the Edit button
.From the free-text fields section on the bottom right, click Radio or Checkbox and draw or drag and drop the field to your desired location on the template.
You can resize the field by clicking and dragging the bottom, right corner of the box to adjust its size.
The field color indicates which Signing Party will be able to complete this field. To change the Signing Party associated with the field, click the colored dot then from the dropdown menu select the Signing Party who should complete the field.
Once you've added the field it will appear in the upper right corner, and below it, a list with one option will appear.
Select the first item and enter the name of the option.
If you need to add more options, click the Add option button and enter the name of the option.
To the right of the option name, a button with a plus
icon will appear. Click on it and draw this option at the required location. Or simply click on the page to add a checkbox with the same size as the previous one.
Repeat this process with as many radio or checkboxes field options as needed.
Now the client can choose one or several options from those provided.
The following customizations are available:
Field Name: Rename the field by clicking the field name and typing in the desired field name.
Default Value: Select one of your predefined options here as a default selection.
Required: Check this box if you want to require the Signing Party make a selection in this field grouping.
Description: Add a description if you'd like to provide the Signing Party with more clarification or details.
Condition: If you'd like the requirements for filling in this field dependent on data provided in a previous field, you can set a condition. Detailed information on conditional fields can be found in the Conditional Fields section of this article. 📙
Don't forget to click the Save button in the top right corner to save any changes made to your template
🔸 Select & Multiple Fields
If you need to collect data or acknowledgement from your Signing Parties where they can choose one or multiple predefined options, you can use Select or Multiple fields.
The key difference between a Select field and a Multiple field is that a Select field permits only one option to be selected, while a Multiple field allows for multiple options to be selected simultaneously.
To insert Select or Multiple fields into your template, follow these steps:
Navigate to Admin > SisuSign > Esign Templates.
To the right of the template you'd like to add a radio or checkbox field to, click the Edit button
.From the free-text fields section on the bottom right, click Select or Multiple and draw or drag and drop the field to your desired location on the template.
You can resize the field by clicking and dragging the bottom, right corner of the box to adjust its size.
The field color indicates which Signing Party will be able to complete this field. To change the Signing Party associated with the field, click the colored dot then from the dropdown menu select the Signing Party who should complete the field.
Once you've added the field it will appear in the upper right corner, and below it, a list with one option will appear.
Select the first item and enter the name of the option.
To add field options, click the Add option button and enter the name of each option.
Repeat this process with as many Select or Multiple field options as needed.
Now the client can choose one or several options from those provided.
The following customizations are available:
Field Name: Rename the field by clicking the field name and typing in the desired field name.
Default Value: Select one of your predefined options here as a default selection.
Required: Check this box if you want to require the Signing Party make a selection in this field.
Description: Add a description if you'd like to provide the Signing Party with more clarification or details.
Condition: If you'd like the requirements for filling in this field dependent on data provided in a previous field, you can set a condition. Detailed information on conditional fields can be found in the Conditional Fields section of this article. 📙
Don't forget to click the Save button in the top right corner to save any changes made to your template.
Field Customization
🔸 Field Formatting & Fonts
You can customize the appearance of your template fields. Here's how:
From the fields section in the right side menu:
Hover over the desired field and click on the settings icon
.Select Font from the dropdown menu.
From the field in your template:
Within the template, click the field name.
Click the three vertical dots and select Font from the dropdown menu.
Here is a breakdown of the available font formatting options:
Font: Default, Times, Courier
Font Size: 6 - 28
Text Style: Bold, Italic
Text Alignment: Align Left, Center Align, Align Right
Vertical Alignment: Top, Middle or Bottom of the field box
Text Color: Black, Blue, Red
🔸 Date Field Formatting
We offer multiple date field formatting options, which can be selected on a field-by-field basis. Additionally, it’s possible to lock the date field to the signing date to automatically insert the date when the document was signed.
To update the formatting of a date field from the fields section in the right side menu:
Hover over the desired field and click on the settings icon
.From the Format dropdown menu select the desired format.
Toggle the Set signing date on if you want to automatically insert the signing date in the document when it is signed.
To update the formatting of a date field from the field within your template:
Within the template, click the field name.
Click the three vertical dots.
From the Format dropdown menu select the desired format.
Double click on the field if you want to automatically insert the signing date in the document when it is signed.
🔸 Field Descriptions
To provide clarity for your clients you have the option to add a description to each field. Adding descriptions can help signers understand how to input their data correctly and reduce the possibility of errors when completing documents.
To add a description to your field from the fields section in the right side menu:
Hover over the desired field and click on the settings icon
.From the dropdown menu select Description.
Enter a Description and a Display Title (optional).
Click Save.
To add a description to your field from the field within your template:
Within the template, click the field name.
Click the three vertical dots.
From the dropdown menu select Description.
Enter a Description and a Display Title (optional).
Click Save.
The description will be displayed under the field for the signer.
🔸 Adding A Field To Multiple Pages
A common scenario is to have a user input information into a field once, and make it appear on multiple pages of the same document. This is especially useful for large documents where certain data, like a client’s name, needs to be repeated on every page without requiring the user to enter it multiple times.
To insert a field on multiple pages from the fields section in the right side menu:
Hover over the desired field and click on the settings icon
.From the dropdown menu select Draw New Area.
Scroll to a page you'd like this field to be added to.
Repeat this process as many times as needed.
🔸 Conditional Fields
For certain real estate documents, the requirement to fill in a form field can depend on information provided in a previous field. For example, a “Co-Buyer Name” field might be required only if the “Purchasing with a Co-Buyer” checkbox is selected earlier in the form. SisuSign makes it possible to set conditions so that specific fields appear only when certain rules are met.
To make a field conditional:
Click on the settings icon
next to the field name.Select Condition from the dropdown menu.
In the Select Field dropdown choose the field that will be used for the condition rule.
In the second dropdown select the condition value for the rule (ex: checked or unchecked).
Click + Add Condition if multiple conditions are needed.
Click Save. Condition - fields with conditions will be marked with the condition () icon on the right.
This icon
will render when hovering over fields with a condition set.
🔸 Copy To All Pages
Some documents may require the same field on every page, such as initials, which can be challenging with large documents. With SisuSign it’s possible to copy fields to all pages in just a couple of clicks. Here's how:
Click on the settings icon
next to the field name.Select Copy To All Pages from the dropdown menu.
The field will be copied to every page of the document, and if necessary, you can reposition and resize each individual field.
🔸 Pre-Fill Fields
We provide the option to pre-fill fields to make the signing process easier for everyone involved. For example, pre-filled fields are useful when multiple documents in a transaction require your brokerage name.
How to pre-fill a field from the field within your template:
Within the template, double click on the field you'd like to pre-fill.
Type in the desired information.
Check the Editable checkbox if you want to allow the signer to edit the field information.
How to pre-fill a field from the fields section in the right side menu:
Click on the settings icon
next to the field name.In the Default Value field, type in the desired information.
Enable Read Only from the dropdown menu if you want to prevent the signer from editing the field information.