BYOC
How do field placement and editing work in BYOC Overlay and BYOC Editor?
New fields should always appear where the user can find them, and selecting a field should take you to the controls used to edit it.
Original PDF overlay
- On desktop, drag a field from the field palette and drop it on the PDF page.
- If you click a field type instead of dragging, BYOC places it in the visible document area and selects it so it is ready to move or edit.
- On mobile, use the field palette to add a field, then move and edit it from the document and field controls.
- Clicking a placed field opens the field inspector and scrolls the workbench to the editing area.
Editable BYOC Editor
- Click inside the document where the field should be inserted, then use Insert Field or Signature.
- If no cursor position is active, BYOC adds the field at the end of the document, shows feedback, scrolls to it, and briefly highlights it.
- Click an inserted field to open the sidebar controls for its label, value, type, required state, and assignee.
Important: Fields stay locked until at least one party exists. Add parties first, then place and assign fields.
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