Learning objectives
By the end of this guide, you will be able to:
Understand how labels work and which field type they apply to
Assign matching labels across multiple text fields so the same answer auto-fills on each one when a signer fills it in
Use distinct labels per recipient role to prevent answers from cross-filling between signers
Overview
Using the same label on repeated text-based fields removes busywork anywhere the same data appears multiple times. In long packets, a signer types their Full name once and it auto-fills the cover page, signature block, and acknowledgment page; the same works for Company, Email, Address, PO/Case/Employee ID, Date, or even Initials across every page. This is especially useful for HR onboarding (legal name on offer, NDA, policy ack), sales/MSAs (company name on multiple clauses), healthcare consents (patient name/DOB), and education forms (student name/ID). Labels are per-recipient, so use distinct labels for different roles (e.g., “Full name — Employee” vs “Full name — Manager”) to prevent cross-fill. If you already know a value — like Account ID or Region — use Pre-Filled Text instead so it’s stamped automatically (and can be included in Bulk/CSV reports).
Additionally, the unique field name does not need to match; only the label must be identical for auto-population to work.
📝 Labels work for the follosing fields: Text, Number, Currency, and all Personal Data fields (Full Name, Phone Number, Email, State, ZIP, SSN, RTN, Age).
Label set-up
1. Open your form in editing mode, then click an existing field (or place a new one) to open the field settings panel on the right.
2. Expand Additional Settings and enter the label for that field.
📝 Labels must match exactly (same spelling/case/spaces); update any one linked field and the others sync instantly. Note that there is no option to apply the same label to multiple fields at once.
3. Ensure to add the same label across all identical fields that must be auto-filled with the same information.
📝 Press ⌘+D (Mac) or Ctrl+D (Windows) to duplicate the field — its Label and other settings are preserved. You can also use ⌘+C (Ctrl+C for Windows) and ⌘+V (Ctrl+V for Windows) to copy/paste a field.
After your form is set up, use Preview (Open Preview) to see the signer’s view — including how labeled fields auto-fill and behave.
When the signer enters their name once, identically labeled fields don’t prefill automatically — they populate when the signer clicks each repeated field. This click-to-fill step ensures they review every section of the form as they go.