The personal fields element

In this article:

Introduction

The Personal {Fields} element is a group of common 'personal information' fields, which are grouped so you can quickly add personal details in one action:

personal_fields_example_1.png

Having dropped this element into your design, setup options are displayed so you can customize these fields.

Setting up personal fields

Having dropped this element into your design, you can decide whether you want to keep default fields in the group and/or add other fields. You can also set field labels, and choose how the details are presented in the signature:

personal_fields_setup.png

From here, you can:

Note: You define properties for these fields once you've confirmed these settings and added the group to your design.

Removing a field from the group

To remove a personal field from the group, simply click the cross icon associated with that item:

personal_fields_remove_1.png

Note: It doesn't matter if you change your mind later about which fields to include. Once you've added a group of fields to a signature design, you can still remove individual fields at any time.

Adding a field to the group

To add more fields to the group, click the Add {Field} button:

personal_fields_add_1.png

This adds another row to the list, so you can choose another field from the Field drop-down list and then click OK to confirm:

personal_fields_add_2.png

Setting field labels

If required, you can add a text label or choose an icon, to display before each field:

personal_fields_labels.png

Selecting a layout

By default, personal fields are displayed in a Multi-Line layout, so each field is presented on its own line:

personal_fields_multi.png

If you choose Table layout, personal fields are displayed in a table (as indicated by green borders), with one field per row:

personal_fields_table.png

If you choose Single Line layout, personal fields are displayed on the same line. In this case (if the Show field separators checkbox is ticked), any separators defined will be used:

personal_fields_single.png

Group properties

Once you've confirmed the setup of personal fields and added this element to your design, properties for the group are displayed:

group_fields_properties_-_text.png

These properties define how fields within the group will look and behave. By default, all grouped fields inherit group properties, but you can always select an individual field later, to define specific properties.

For further information about these settings, please see the Groups and group properties article. For further information about how properties are inherited, see Understanding signature hierarchies and inheritance.

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