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Before you can send a document for signature, you need to tell Connekt exactly where each person should sign, print their name, enter text, or add a date. The field editor lets you drag fields onto any page of the PDF so signers see clear, unambiguous instructions when they open their signing link.

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Opening the field editor

With your document open, click Edit Fields. The PDF renders in the field editor with a drag-and-drop field palette displayed on the side. You can work across all pages of the document without leaving the editor.

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Available field types

Connekt supports four field types that cover the most common signing needs.

Signature

Captures a drawn or typed signature from the signer. Use this for the actual signing line on contracts and agreements.

Name

Captures the signer’s printed (full) name as a text value. Useful when you need a printed name alongside a signature.

Text

A free-form text input the signer can fill with any content — address details, job titles, employee numbers, and so on.

Date

A date value tied to the act of signing. Connekt can auto-populate this with the signing date, or the signer can enter a specific date.

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Placing and assigning fields

1

Drag a field onto the page

Select a field type from the palette and drag it onto the exact location on the PDF page where it needs to appear. Resize or reposition it as needed.
2

Assign the field to a signer

After placing a field, use the signer dropdown on the field itself to assign it to the correct signer. Each signer is displayed in a distinct colour throughout the editor, so you can tell at a glance which fields belong to whom.
3

Repeat for all required fields

Work through every page of the document, placing and assigning all required fields for each signer. You don’t need to save between pages — fields save automatically as you work.
Fields save automatically as you place and assign them. There is no manual save button in the field editor — your changes are preserved even if you close and reopen the editor.

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Requirements before finalising

Before the Finalize & Send button becomes active, two conditions must be met:
  1. At least one signer has been added to the document.
  2. At least one field has been placed on the PDF and assigned to a signer.
Unassigned fields — fields placed on the PDF but not linked to a signer — will block sending. Make sure every field has a signer assigned before you attempt to finalise the document.
Do a final colour-check before sending: scan through the pages and confirm that each field’s colour matches the intended signer. It’s much easier to fix an assignment here than to cancel and restart after sending.