How to Add and Customize Fields in Aline Templates
You can customize fields in Aline from:
A Template, or
A Workflow that includes a document being sent for signature
All fields in Aline are fully customizable, giving you flexibility to tailor documents to your exact needs.
Step 1: Open a Template or Workflow Document
Navigate to Templates or Workflows in Aline.
Open the template or workflow that contains the document you want to edit.
Open the document to enter editing mode.
Step 2: Edit an Existing Field
If you want to update a field that already exists:
Click Edit while viewing the document.
Select the field you want to modify.
Reassign the recipient if needed:
Counterparty
Internal signer
Update the field name or placement as required.
💡 Tip: Field ownership determines who can complete the field during signing, so double-check recipient assignments.
Step 3: Add New Fields
To add a new field:
Click the plus (+) button on the right-hand side of the document.
Select the signer the field should belong to.
If someone is already selected, you may need to clear the selection to view all available signers.
Drag and drop the field onto the document — just like in any standard e-signature platform.
Rename the field (for example, Address, Company Name, or Effective Date).
Step 4: Choose the Right Field Type
Aline supports multiple field types, all of which are customizable:
Text fields (fully custom — no preset labels like “Name” or “Email”)
Dropdown fields
Radio buttons
Signature blocks
✅ Because all text fields are custom, you have complete control over field naming and formatting.
Step 5: Confirm the Correct Signer
Before finishing:
Make sure each field is assigned to the correct signatory.
Confirm placement and formatting.
Save your changes.
Once saved, the document is ready to be sent for signature.