Collect Information from Signers
How to use Signer Input fields to collect typed information from signers as part of the e-signing flow in TrustPager.
Signer Input fields let you collect typed information from signers as part of the e-signing flow � things like a job title, a date, a start address, or any detail you'd otherwise chase separately. The signer fills in the fields directly on the signing page, and the values are baked into the final sealed PDF.
Add a Signer Input section
Open your document in the builder at https://app.trustpager.com/documents. Drag a Signer Input section from the section panel into the canvas. Give the section a label and choose the field type � text, textarea, date, or number. Toggle Required on if the signer must fill it in before they can sign.
The builder shows a dashed box in the document preview with the field label and placeholder, so you can see exactly what the signer will encounter in context.
The Signature Block requirement
Important: Every document with a Signer Input section must also contain a Signature Block. The builder will prevent sending until one is present � you'll see an amber banner above the canvas while editing, and a toast ("Add a Signature Block before sending") if you try to send early. This is by design: signer input fields are collected during e-signing, and without a Signature Block there's no signing event to attach them to.
What the signer sees
When the signer opens their secure link, the form panel below the PDF shows each input field. Required fields are marked clearly, and the Sign Document button stays disabled until all required fields are filled. Clicking a dashed box in the PDF preview scrolls straight to the corresponding field in the form panel � useful on mobile.
After signing
Once the signer submits, the typed values are embedded into the sealed PDF as real, selectable text � not images. The final PDF is stored on the opportunity, and the values are available on the signing envelope under input_values (keyed by section ID). This makes them easy to reference in automation triggers, audit trails, or when syncing data to a CRM field.
Multi-signer assignment
By default, a Signer Input section is filled by the primary signer. If you're collecting input from a specific signer in a multi-signer document, set the signerEmail on the section to that signer's email address. Leave it blank and it defaults to the primary signer.
API
You can add a Signer Input section programmatically using add_document_section with type: "signer-input". See the API reference for the full section schema.
See also: How to Send Documents for E-Signing � covers setting up signers, signing order, and tracking envelope status.