Who This Is For / When to Use
This article is for users who create or manage documents and contracts in Kyrios and need to add fillable fields for signatures, dates, or custom text values before sending documents for signing.
What Are Floating Text Fields
Floating text fields are movable, resizable fields that sit on top of a document or PDF. They allow recipients to enter information or sign digitally, making documents interactive and legally usable.
Floating text fields support:
Text input
Date selection
Signatures
Required field validation
Assignment to specific contacts
How to Use Floating Text Fields
Navigate to Documents and Contracts
Open the left-hand menu.
Select Payments.
Click Documents and Contracts.
Select or Upload Your Template
Click Templates at the top of the page.
Upload a PDF template or create a new document.
For this example, an uploaded PDF is used.
Adding Fillable Fields
Click the plus (+) button in the top-left corner.
Choose a fillable field type:
Signature
Text field
Date
Each field will appear as a floating element on the document.
Customizing Fillable Fields
Drag and drop each field to the correct location on the document.
Place:
Date fields where dates are required
Text fields where information must be typed
Signature fields where signatures are required
Adjusting and Moving Fields
You can fine-tune field placement using multiple methods:
Drag fields with your mouse
Resize fields to fit the layout
Use Shift + Arrow keys for precise movement
Use Shift + Control + Arrow keys for faster movement across the page
Adding Custom Values and Assigning Signatures
Hover over a field to open the field options menu.
From the menu, you can:
Copy the field
Delete the field
Add a custom value
Mark the field as required
Examples:
Add a text field labeled Company Name and mark it as required.
Customize date fields by selecting:
Date format (year, month, day)
Allowed dates (any date, past only, or future only)
You can also assign each signature field to a specific contact who must sign the document.
Assigning Multiple Signatures
Documents can include multiple signature fields.
Assign each signature to a different contact if needed.
Hover over the name tag on a signature field to view the assigned contact’s name.
This ensures all required parties sign the document correctly.
Use Cases
Business Contracts
Create contracts that require signatures from multiple stakeholders, with each signer assigned to specific fields.
Lease Agreements
Add tenant and landlord signature fields, date fields, and required terms to ensure clarity and consistency.
Employment Contracts
Include fields for employee details, job role, start date, and signatures from both the employee and employer.
Service Agreements
Detail scope of work, payment terms, and required signatures to ensure agreement on all conditions.
Client Onboarding Forms
Capture essential client information—such as name, company, contact details, and authorization signatures—in a single document.
FAQ
Can I add custom values or make fields required?
Yes. Hover over any field to open the options menu, where you can add custom values (such as “Company Name”) and mark fields as required.
What customization options are available for date fields?
Date fields can be customized by format (year, month, day) and by allowed range, including past-only dates, future-only dates, or any date.
Is it possible to assign multiple signatures to a document?
Yes. You can add multiple signature fields and assign each one to a different contact.
Can I use floating text fields for different types of documents?
Yes. Floating text fields can be used for business contracts, lease agreements, employment contracts, service agreements, and client onboarding forms.
How do I ensure fields are correctly aligned and spaced?
Use drag-and-drop placement along with Shift + Arrow keys for fine adjustments. For faster movement, use Shift + Control + Arrow keys.
What should I do if I need to delete or copy a field?
Hover over the field and use the options menu to copy or delete it as needed.
Are floating text fields useful for client onboarding forms?
Yes. They are ideal for capturing required client information and authorization signatures during onboarding.
How do I precisely adjust a field without using a mouse?
Use Shift + Arrow keys for precise movement, or Shift + Control + Arrow keys for faster repositioning.