Introduction

One of the core concerns of our users is mobile friendliness of the electronic signature experience. Often PDFs do not render well on a mobile device. Because of our data model, we index the fields separately from the document so that they can queried or exported or visualized or anything else you need to do with the data.

This is why we are often used as an integration partner to an application. We are all about the data!

We believe there are two types of documents: 1) Documents you need to read and understand 2) Documents that are really forms you need to complete. When you create a Share Link, you will need to select which view you want to render for your end user:

Document View

The Document View is the best experience for documents that need to be read and understood, such as a legal document or contract. 

Form View

The Form View is best for documents that need to be filled in as normal web form. Users will not see the document itself, only the fields. The order of the fields is from top down, left to right by the top-left corner of the field. 

Both Views

The default for Share Links and gives you the best of both worlds. Often this is the best experience for PDFs on a mobile device where you need to read the document and fill in the form fields separately.

Form Builder

In more advance use cases, we have a form builder experience so that you can customize exactly how you want your form to look. You can even add help text, images or other descriptive elements and break it up into a multi-page form. This is perfect for documents that have more than 10 fields that need to be completed.

See our help article to learn more.