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Format fields to ensure clean, valid data from signers.

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Link fields so one answer fills everywhere

Using labels to auto-fill answers

Use Labels and Pre-filled Text to auto-fill fields and reduce errors.

Labels and Pre-filled Field Settings vs. Pre-filled Text (Smart Fields)

Use radio buttons to pick one and keep data clean.

Radio Button Groups

Use formula fields for clean, accurate calculations.

Formula Fields

Control signing flow with conditional fields.

Conditional Fields and Signers

Save time by reusing fields from past forms.

Import Form Fields Between Documents

Embed text tags for instant field placement.

Automate Fields with Text Tags

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Request Attachments from Signers

Add and configure fields, set rules, and prepare your document before sending.

Document preparation

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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