📖 Table of Contents
How to convert Form Fields into Youtrust Fields
Availability
Save time by automatically identifying and converting form fields into Youtrust fields. You don't need to add fields one by one throughout all your documents. This eliminates the need for one-by-one field creation, eliminates tedious formatting, reduces errors, and speeds up document preparation.
Converting form fields in your PDF documents into Youtrust fields makes document preparation easier and more efficient. Instead of adding fields manually, Youtrust automatically detects and inserts them for you, saving time and effort. With a smoother workflow, you can focus on what matters most -getting your documents signed quickly and hassle-free.
How to convert Form Fields into Youtrust Fields
Converting Form Fields in your PDF documents into Youtrust Fields is a simple, quick, and ready-to-use feature. The following steps will guide you through this process.
Step 1: Log in to Youtrust
Go to the Youtrust website and log in to your account.
This feature is not included in the freemium plan.
Step 2: Create a New Signature Request
Click on "New Request" to start the signature request process.
Upload your document(s).
Step 3: Upload Your Document(s)
Select and upload your document(s), If your document(s) contain pre-existing form fields, they will be automatically detected by Youtrust’s fields feature.
Step 4: Apply Detected Form Fields
A message will appear in the document preparation interface, indicating that Pre-existing form fields have been detected.
You will have two options:
Add fields: Clicking this will automatically insert the detected fields into your document.
Skip: This will ignore the detected fields, allowing you to add one-by-one Youtrust fields instead.
You will need to add a signer before being able to add the fields.
To know more about adding signers to your document(s), visit our dedicated article.
Step 5: Customize Fields
Once added, the form fields can be:
Edited (resize, rename, or modify field properties).
Reassigned to a different signer.
Customized to fit specific needs.
If multiple signers are involved, you can assign specific fields to each signer by selecting the fields and choosing the appropriate recipient.
Step 6: Managing Multiple Documents
You can upload multiple documents in a single signature request.
Youtrust will detect and convert pre-existing fields into Youtrust fields for each document. Every time you upload a document, Youtrust will propose you to add pre-existing form fields if you want them to be converted.
Step 7: Finalizing Your Signature Request
After reviewing and customizing the fields as needed, proceed with the signature request process.
Send the request to the signers and track progress within Youtrust’s App.
Availability
Included in all paid plans: This feature is available across all Youtrust paid plans.
Not available in freemium plans: Freemium users do not have access to form fields, this feature is not included in their plan.