Place fields on a form

• Director
• Admin
• Needs: Add School Forms
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Add School Forms permission. A director grants it under Manage School → Staff → Permissions.

Fields are the boxes a signer fills in. You place them on the PDF pages in the form editor. A desktop or tablet screen makes precise placement easier.

Before you start

• Finish Open School Forms first.

Steps

1. Open the form in the Form editor (tap it in School Forms, or create a new one).
2. Scroll to the page where the field belongs. The strip of field chips stays pinned at the top.

   Screenshot coming soon01 · form_editor

   The field strip pinned above the PDF pages

3. Drag a chip onto the page:
   • Signature and Initials: the signer taps to place their adopted signature.
   • Signer Name, Child Name, Date: filled in automatically when the form is signed.
   • Text: the signer types an answer.
4. Drag the field to move it. Drag the corner handle to resize it.

   Screenshot coming soon02 · form_editor

   A placed Signature field with its resize handle

5. Tap a field to give it a label, make a text field optional, or delete it. See Change a field's label or make it optional.
6. Tap Save.

Tips

• Child Name is not available on staff forms.
• Line the bottom edge of a field up with the line printed on the PDF.
• Tap the eye icon to preview exactly what signers will see.

Troubleshooting

• A field will not move. It belongs to the Simple mode signature page. Turn Simple mode off to place fields yourself.