Mobile focused field view

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Making form filling on mobile browsers easy 

Offer improved form filling for recipients on mobile web  

Provide a mobile-friendly interface for recipients to complete form fields directly in their phone's web browser. This may reduce errors and increase form completion rates, especially for recipients on the go.

A side-by-side view of the PDF view and the Mobile Focus view

The recipient's experience if the mobile view is enabled for the agreement

The initial experience when a recipient loads an agreement on a mobile browser is the classic PDF view.

The switch to change views between PDF and Mobile-focused views
A Mobile view toggle at the top of the agreement display switches the user's view to the mobile-friendly field list where recipients can fill in fields and apply their signature.

The recipient is presented with a scrolling list of fields. Fields can be grouped into logical sections with descriptive section titles.

Note:

Recipients can switch back and forth between the classic PDF view and the mobile-friendly field overlay at will, allowing them to read the document content and then shift to the field view to efficiently enter their information.

The Mobile Focus experience showing a list of empty fields.

Once all required fields have been completed in Mobile Focus, a Next button appears on the top and bottom of the screen:

The Mobile Focus experience showing the signature field.

Next takes the user to the original PDF view, where they are prompted to review the final PDF before tapping Submit to complete signing. 

The Mobile browser showing the PDF view.

Note:

The mobile-focused authoring option is designed only for web browsers on a mobile device. 

How senders can send agreements with the mobile-focused experience

 To access the mobile-friendly authoring view, upload a document and navigate to the authoring page as usual.  

Authoring environment with the "Mobile view" option exposed.

Once the form is uploaded and all fields are added on the PDF view:

  1. Select the mobile device icon in the upper-right corner of the authoring environment to pop out the right-side context panel.
  2. Select the Mobile form filling toggle to enable the form builder.
  3. Configure the mobile-focused overlay to:
    1. Ensure the field labels are descriptive of the content the recipient should add.
    2. Arrange the fields in a logical order for the recipient. Grouping the fields into sections of like-topic input will give recipients a more procedural process when entering their information, resulting in a more comfortable experience and a higher likelihood of completing the signature process. 
    3. Add additional sections to group the fields into manageable topics.
      The Section title is displayed as a header for the fields listed under it, providing context for the form questions. Sections should be added for each logical subset of data being gathered. Such as Customer information, Services requested, Project specs, and so on.
The authoring environment showing the expanded Mobile Focus side panel
The agreement's fields and labels are automatically added to a list of fields on the right-hand side of the page.

The label associated with the field automatically imports the field name from the uploaded file. These labels are the text cues displayed for the recipient so they know what to enter into each agreement field.

To edit a field label:

  1. Hover your pointer over the field label, exposing the Click to edit the label icon.
  2. Select the Click to edit the label icon, which opens the label as an input field with the current field label entered.
  3. Edit the label as you like.
  4. Select anywhere outside of the text box to save the new value and close the input field.
The Mobile Focus Form Builder showing the field label being edited

Tip:

It's recommended to be concise when defining labels to keep the field scrolling to a minimum.

Imported fields from uploaded documents are automatically added to the mobile-friendly field view. The fields are listed based on their position on the page, reading from left to right, top to bottom.

Imported fields can be rearranged in the mobile-optimized view. Move the fields up or down the list using the field label as a drag-and-drop handle.

Adding additional fields through the drag-and-drop authoring environment will populate the new fields at the bottom of the list.

The Mobile Focus form builder showing how to add and arrange fields

Note:

Moving fields in the drag-and-drop view will not move the field position on the mobile focus list.

Grouping the fields into sections of like-topic input will give recipients a more procedural process when entering their information, resulting in a more comfortable experience and a higher likelihood of completing the signature process. 

The Section title is displayed as a header for the fields listed under it, providing context for the form questions. Sections should be added for each logical subset of data being gathered. Such as Customer information, Services requested, Project specs, and so on.

When the mobile form-filling view is first enabled, only one section is in place for all fields. Forms with many fields should be broken up into manageable field groups so recipients understand their progress as they complete the form.

To add a section title:

  1. Hover your pointer between two fields. This exposes an icon to Add section title.
  2. Select the Add section title icon. A new section title is added between the fields.

The Section Title with the Edit icon highlighted.

To edit a section title:

  1. Select the Edit icon for the Section title and provide a meaningful title for the group of form fields.
  2. Select anywhere outside of the input field to save the value.

The Section Title with the Edit icon highlighted.

When all the fields are added and grouped, select the Preview button at the top of the field list to observe the recipient's experience switching between views.

The Mobile Focus Form Builder showing the section instructions being added

Limitations that prevent access enablement of the mobile view interface

Currently, there are a few features that limit access to the mobile-focused field view:

Features that are not yet supported will prompt a user informational notice. Senders can continue to send the document without the mobile-friendly view.

The authoring page with the Mobile Focus sidebar expanded and the error message highlighted.

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