Overview

Creating electronic signature templates can be overwhelming, especially if you've never created them before. The one question that is asked most frequently, however, is how to add fields that autofill information and how to add signer fields.

Note: Electronic Signature Templates are not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.

Tip: If you need a template or form to get started with, DoorLoop has free rental forms and templates, which you can check out here.

Introduction to Signers

There are four different signers you can choose from; each has its own set of fields you can use. There are the Me (Now), Sender, Tenant, and Property Manager signer roles. Me (Now), the Tenant, and the Property Manager are limited to only the fields you see on the left side. You will likely not be using the Me (Now) role too often.

Me (now)

You can use the Me (now) signer role to add fields for the e-signature creator to fill out when using the template. These are not dynamic fields and are either prefilled or must be filled with information each time. (Note that the Me (now) signer role is limited to the Auto-fill and Standard fields because there is no document to be signed right now.)

Date Signed: Manually enter a date
Full Name: It's prefilled, but can be edited with any name
Email Address: Also prefilled, but can be edited with any email address
Company: Prefilled but can be edited
Title: Enter a title of your choice
TextBox: Enter any text in this box
Checkbox: Checkbox

Tenant and Property Manager

The Tenant and Property Manager signers have signature fields and specific autofill fields that pull information from the related records you associated this template to. These fields are available for any of the Tenant and Property Manager roles you have set.

The Signature fields include basic signature fields for each signer. Drag the Signature and Initials fields needed from the left-hand menu onto the document, placing the boxes where required. This will be wherever a signature or initial is required.
The Auto-fill fields include basic fields that get filled in automatically based on who the signer is. This includes the Date Signed, Full Name, Email, Company, and Job Title.
The Standard fields section on the left menu allows you to create your own fields for the signers to fill out. These fields include Textbox, Checkbox, Dropdown, and Radio Group. Configure these fields after placing them using the menu on the right.
For multiple signers, change the role using the Signers drop-down menu at the top of the left menu and then add this role's signature box and fields.

Sender

For fields that are not Tenant or Property Manager specific, you would use the Sender role.

You can use the Sender role to add Textbox and Checkbox fields related to the type of agreement and the user roles that are part of this template. (For example, with a lease template, you can use the Textbox field to fill in lease start and end dates.)

When you use the Textbox field, there are additional auto-fill selections if you use it with the Sender signer role. For more information on this, check out the article: How to Automatically Fill in Lease Information with Your Signature Request Templates.
Auto-fill fields basically pull the information you have about a specific property and unit along with any information you might have already inputted for a Draft Lease or Active Lease and automatically fill that into your lease template.

When you are finished setting up your signature template, click Save Template to finish. You will be able to go back to your saved template if you need to make any changes.

For a more in-depth guide, refer to the Dropbox Sign editor FAQ page.

Table of Sender Fields and What They Do

Please use the below chart as a reference when setting up your autofill fields. The left column is the attribute you see while creating the template and the right column is what it pulls the information from.

Draft Lease
DraftLease.EndDate	Draft lease end date
DraftLease.EndDate.DayOfMonth	Day of the month for the draft lease end date
DraftLease.EndDate.Month.Name	Month name for the draft lease end date
DraftLease.EndDate.Month.Number	Month number for the draft lease end date
DraftLease.EndDate.Year	Year for the draft lease end date
DraftLease.Proration.Amount	Draft lease proration amount
DraftLease.Proration.Description	Draft lease proration description
DraftLease.Proration.DueDate	Draft lease proration due date
DraftLease.Rent.Amount	Draft lease rent amount
DraftLease.Rent.Description	Draft lease rent description
DraftLease.Rent.Frequency	Draft lease rent payment frequency
DraftLease.Rent.StartDate	Draft lease rent start date
DraftLease.SecurityDeposit.Amount	Draft lease security deposit amount
DraftLease.SecurityDeposit.Description	Draft lease security deposit description
DraftLease.SecurityDeposit.DueDate	Draft lease security deposit due date
DraftLease.StartDate	Draft lease start date
DraftLease.StartDate.DayOfMonth	Day of the month for the draft lease start date
DraftLease.StartDate.Month.Name	Month name for the draft lease start date
DraftLease.StartDate.Month.Number	Month number for the draft lease start date
DraftLease.StartDate.Year	Year for the draft lease start date

Lease
Lease.EndDate	Lease end date
Lease.EndDate.DayOfMonth	Day of the month for the lease end date
Lease.EndDate.Month.Name	Month name for the lease end date
Lease.EndDate.Month.Number	Month number for the lease end date
Lease.EndDate.Year	Year for the lease end date
Lease.StartDate	Lease start date
Lease.StartDate.DayOfMonth	Day of the month for the lease start date
Lease.StartDate.Month.Name	Month name for the lease start date
Lease.StartDate.Month.Number	Month number for the lease start date
Lease.StartDate.Year	Year for the lease start date

Property
Property.Address.City	Property city
Property.Address.Country	Property country
Property.Address.FullAddress	Property full address
Property.Address.State	Property state
Property.Address.Street1	Property street address line 1
Property.Address.Street2	Property street address line 2
Property.Address.Zip	Property ZIP code
Property.Name	Property name

Tenant 1
Tenant_1.AlternateAddress	Tenant 1 profile alternate address
Tenant_1.CompanyName	Tenant 1 profile company name
Tenant_1.Emails.Personal	Tenant 1 profile personal email address
Tenant_1.Emails.Primary	Tenant 1 profile primary email address
Tenant_1.Emails.Secondary	Tenant 1 profile secondary email address
Tenant_1.Emails.Work	Tenant 1 profile work email address
Tenant_1.FirstName	Tenant 1 profile first name
Tenant_1.FullName	Tenant 1 profile full name
Tenant_1.JobTitle	Tenant 1 profile job title
Tenant_1.LastName	Tenant 1 profile last name
Tenant_1.MiddleName	Tenant 1 profile middle name
Tenant_1.Phones.Fax	Tenant 1 profile fax number
Tenant_1.Phones.Home	Tenant 1 profile home phone number
Tenant_1.Phones.Mobile	Tenant 1 profile mobile phone number
Tenant_1.Phones.Other	Tenant 1 profile other phone number
Tenant_1.Phones.Work	Tenant 1 profile work phone number
Tenant_1.PrimaryAddress	Tenant 1 profile primary address

Unit
Unit.Address.City	Unit city
Unit.Address.Country	Unit country
Unit.Address.FullAddress	Unit full address
Unit.Address.State	Unit state
Unit.Address.Street1	Unit street address line 1
Unit.Address.Street2	Unit street address line 2
Unit.Address.Zip	Unit ZIP code
Unit.AskingRent	Unit asking rent amount
Unit.Baths	Number of bathrooms in the unit
Unit.Beds	Number of bedrooms in the unit
Unit.MarketRent	Unit market rent amount
Unit.Name	Unit name or number
Unit.Size	Unit size (square footage)

User 1
User_1.AlternateAddress	User 1 profile alternate address
User_1.CompanyName	User 1 profile company name
User_1.Emails.Personal	User 1 profile personal email address
User_1.Emails.Primary	User 1 profile primary email address
User_1.Emails.Secondary	User 1 profile secondary email address
User_1.Emails.Work	User 1 profile work email address
User_1.FirstName	User 1 profile first name
User_1.FullName	User 1 profile full name
User_1.JobTitle	User 1 profile job title
User_1.LastName	User 1 profile last name
User_1.MiddleName	User 1 profile middle name
User_1.Phones.Fax	User 1 profile fax number
User_1.Phones.Home	User 1 profile home phone number
User_1.Phones.Mobile	User 1 profile mobile phone number
User_1.Phones.Other	User 1 profile other phone number
User_1.Phones.Work	User 1 profile work phone number
User_1.PrimaryAddress	User 1 profile primary address

Prospect 1
Prospect_1.AlternateAddress	Prospect 1 profile alternate address
Prospect_1.CompanyName	Prospect 1 profile company name
Prospect_1.Emails.Personal	Prospect 1 profile personal email address
Prospect_1.Emails.Primary	Prospect 1 profile primary email address
Prospect_1.Emails.Secondary	Prospect 1 profile secondary email address
Prospect_1.Emails.Work	Prospect 1 profile work email address
Prospect_1.FirstName	Prospect 1 profile first name
Prospect_1.FullName	Prospect 1 profile full name
Prospect_1.JobTitle	Prospect 1 profile job title
Prospect_1.LastName	Prospect 1 profile last name
Prospect_1.MiddleName	Prospect 1 profile middle name
Prospect_1.Phones.Fax	Prospect 1 profile fax number
Prospect_1.Phones.Mobile	Prospect 1 profile mobile phone number
Prospect_1.Phones.Other	Prospect 1 profile other phone number
Prospect_1.Phones.Work	Prospect 1 profile work phone number
Prospect_1.PrimaryAddress	Prospect 1 profile primary address

Electronic Signature Template Fields Overview