How to use select field in Agiled Docs

Introduction

In this guide, we will demonstrate how to add a select field or dropdown to your contracts or proposals in Agiled. By incorporating select fields, you can provide your recipients with multiple options, allowing for a more interactive and personalized experience.

Adding a Select Field to Your Docs

1. Access the Document Builder: Navigate to the document you wish to edit or create a new one in Agiled.
2. Drag the Select Field: Locate the Select Field widget and drag it to the desired position within your document.
3. Customize the Options: Click on the Select Field to add or edit the options. For example, you might include options such as "Social Media Service," "Single," or "Marketing."
4. Set the Field as Required: If necessary, toggle the "Required" setting to ensure your recipients must make a selection before submitting the document.
5. Assign the Field to a Recipient: Click the "Assign" button and select the appropriate recipient from the list. This ensures that only the assigned recipient can interact with the select field.

Frequently Asked Questions

Can I add multiple select fields in a single document?

Yes, you can add multiple select fields within a single document. This allows you to provide various options for your recipients in different sections of the contract or proposal.

Can I add multiple recipients to a select field?

No, a select field can have only one recipient. You can add multiple select fields for multiple recipients.

Can I add conditional logic based on the selected option?

While Agiled's document builder does not currently support conditional logic, you can manually adjust the content of your document based on the recipient's selection to achieve a similar result.

Can I modify the select field options after sending the document?

No, you cannot modify the select field options after sending the document to your recipients. Before sending the document, you should ensure that all options are accurate and complete.

How can I track the selected options in the final signed document?

Once your recipient has made a selection and signed the document, the chosen option will be visible in the final signed document available in your Agiled account.

Conclusion

By following these steps, you can easily add a select field to your Agiled docs, allowing your recipients to choose from multiple options. This feature can enhance the user experience and help tailor your contracts or proposals to the specific needs of your clients.