Available on: All plans
Loio’s editor allows you to overlay interactive fields onto any PDF. Whether you need a simple signature or a complex intake form, you can drag and drop fields, assign them to specific signers, and send the document for completion to multiple people at once.
How to insert and position fields
Open your document in the editor and follow these steps to start building your form:
Switch mode: Select the For signers tab in the top of the left-hand toolbar.
Add fields: Choose a field type and click anywhere on the document to place it.
Move & resize: Adjust field positioning by dragging the box. Resize it by pulling the corner anchor points to fit your document's layout.
Available field types
You can use various interactive boxes to collect different types of information:
Signature: Allows the signer to create and insert their legally binding electronic signature.
Initials: Provides a compact option for signers to initial specific clauses.
Text: Ideal for short entries like names, addresses, or specific data points.
Multiline: Best for longer responses, comments, or descriptions.
Date: Lets signers select a date from a calendar picker.
Checkbox: Used for multiple-choice selections or agreement to terms.
Assigning fields to signers
To ensure each recipient fills out the correct information, you must assign fields to specific signers.
Add signers: Click Add signer in the left-hand toolbar to add one or multiple parties to the document.
Color coding: Each signer is assigned a unique color. When you place a field, its color indicates which signer it is currently assigned to.
Re-assigning: To change the assignee, select a field on the document and use the dropdown menu in the quick actions bar above to choose a different signer.
Signers’ specific email addresses are provided when preparing an eSignature request.
ℹ️ Pro tip: Your field placements and assignments are saved for future use, so you don't have to set them up every time you need to send the same document for signing. Just don’t forget to hit Save in the top-right corner of the editor to save your changes.
Managing fields
Use the quick actions bar that appears when a field is selected to streamline your workflow:
Duplicate: Quickly create a copy of a field with the same dimensions and assignment.
Delete: Click the trash bin icon to remove a field from the document.