Step 3: Create and Define Fields

You will now see text fields ready for mapping. Click on a text field to reveal a dropdown and assign the corresponding column name from your uploaded dataset. You can adjust the field position and size, add additional text fields, and map your column headers from your uploaded dataset as needed throughout this step anytime by using the tools and field details menu on the left. IMPORTANT: For Signatures and the accompanying date, be sure to select the “Signature” and “Date” field type.

4 steps
2 minutes

Grouptrail

Tip! A popup with tips opens when you start a step. Click "Got it" or the "X" to close it. Click the information icon to open the tips.

Click a field to map it to a spreadsheet column.\ Select the spreadsheet column to use.

Map each Signature field to an email address column.

Map the corresponding Date field to the same email address as its associated Signature.

After all fields are mapped to a spreadsheet column, click "Save and Continue →"

[Tip! Troubleshooting: What to do if fields are not detected in my PDF?](https://scribehow.com/shared/Troubleshooting_What_to_do_if_fields_are_not_detected_in_my_PDF__0wmtlvTmT0qbLcCQ_QVVPA?referrer=documents)