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Customise Placeholder in the eSign

Summary

Admins can create or edit eSign templates in Plumm using customisable Placeholder fields. These templates streamline the signing process for internal employees or external candidates, giving full control over who completes which fields and how.

In this article

  • Before You Begin
  • Step 1: Access the eSign template workspace
  • Step 2: Add Placeholder fields to the template
  • Step 3: Customise Placeholder field settings
  • How this helps
  • Frequently Asked Questions (FAQ)

Before you begin

This feature is only available to:
  • Admins
  • Users with eSign template permissions

Step 1. Access the eSign template workspace

To create a new template:
  1. Log in to Plumm Admin Panel
  2. Go to Admin > eSign
  3. Click Add Template
  4. Upload your document and name your template
  5. Click Set Template to open the editor
To edit an existing template:
  1. Go to Admin > eSign
  2. Click the action button next to a template
  3. Select Edit

Step 2. Add Placeholder fields to the template

  1. From the right-hand panel, drag and drop Placeholder fields into the document
  2. Available Placeholder types include with:
    • Text
    • Date
    • Number
    • Checkbox
    • Select (dropdown)
  3. Place each field where you want the signer to provide information


Step 3. Customise Placeholder field settings

  1. Click the settings icon next to the Placeholder label
  2. In the settings panel, you can:
    • Enable read-only: When switched on, the signer must fill in the field
    • Set signing date: For Date fields, the signer must complete this with the date when signing
    • Adjust font: Change the font type, size, colour, and apply bold, italic, or alignment

How this helps

Using Placeholders in eSign templates gives you full control over how information is collected and displayed:
  • Gather information directly from external candidates or internal employees
  • Assign responsibility clearly for who fills which fields
  • Ensure signers complete essential details such as dates or text fields
  • Maintain consistency and professionalism with custom font styling
This helps create efficient, accurate, and well-presented eSign templates for HR forms, offer letters, internal approvals, and more.
 

Frequently Asked Questions (FAQ)

1. Who can use this feature?

Only Admins or users with eSign template editing permissions can create or update templates.
 
 

2. What is a Placeholder field?

A Placeholder is a field added to a document that signers can interact with—such as entering text, selecting a date, or ticking a checkbox.
 

3. How do I access Placeholder settings?

Click the gear icon next to the field name in the right-hand panel or directly on the field itself to open the settings menu.
 
 

4. What happens when I enable read-only?

When enabled, the signer is required to fill in the field during the signing process.
 


5. How does 'Set signing date' work?

For Date fields, enabling Set signing date ensures that the signer fills in the date at the time of signing.
 
 

6.Can I change the font style for a Placeholder?

Yes. You can adjust the font type, size, colour, and apply bold, italic, or alignment options as needed.