AI field placement helps automate eSign setup by detecting common locations for signatures, dates, initials, text fields, and checkboxes. You can review, adjust, or remove AI-placed fields before sending an eSign request.
Plan Requirements: Document Management with eSign
Permissions: Ability to create and edit eSign requests
Beta Feature
Before using AI placement, go to Profile icon › Settings › Experimental features, and toggle on AI eSign fields. For step-by-step instructions click here!
Table of Contents
Add eSign Fields with AI
Click Clients on the global navigation bar.
Search for and open the Client Record.
Click the Files tab.
In Client Files, find the file you want to use for eSign.
Click the three-dot menu next to the file name.
Select eSign request.
In the eSign preview, click Place fields with AI.
AI will scan the document and suggest fields. Processing may take a few seconds.
Review each page and drag fields to adjust placement as needed.
(Optional) Add any additional fields manually, including:
Signatures
Dates
Initials
Text fields
Complete the rest of the eSign setup:
Assign signers
Configure signer authentication
Add EROs
Set a due date or reminder
Click Send request.
Remove AI-Placed Fields
If you need to remove all AI-generated placements:
Click Remove AI fields in the eSign preview.
Add fields manually or click Place fields with AI again to re-run detection.
When to Use AI Field Placement
AI field placement is especially helpful when working with:
Recurring forms or client documents with predictable signing locations
IRS forms
Engagement letters
Multi-page documents that require repeated manual field placement
You may still need to manually adjust fields on highly customized or stylized documents.
Troubleshooting
I don’t see the “Place fields with AI” button
Ensure the feature is enabled under Settings › Experimental features.
Confirm you started an eSign request from the file’s three-dot menu.
Check that you have permission to create eSign requests.
AI missed some fields
Drag fields to the correct location or add missing fields manually.
For forms with unusual layouts, using a saved template may provide better accuracy.
AI placed fields incorrectly
Drag fields to the correct position, or
Click Remove AI fields and run AI placement again.
Summary
AI eSign field placement saves time by detecting and placing common fields automatically. Review, adjust, or remove any AI-placed fields as needed before sending your eSign request. This beta feature will continue to improve as usage increases and more feedback is collected.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.