Once you have added your documents to your template in Signable, you have the option to add fields to the document which need to be completed either by you as the sender or the recipient. My Digital Accounts allows integration with these fields so that you can add information from the system to the fields the sender is responsible for and pull information back into MDA where the recipient has completed it.
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To know the details about how to configure the fields and what are the fields available to configure it, you can refer the below article:
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​Signable Field Matrix

Please Note: Each field can only use 1 function, it can either be a Merge field or a Back-populate field, it cannot be both.

To understand how to set these up, we have 2 options outlined below:

Merge fields are the fields where you can use MDA system data to populate the document before sending it to the recipient. In order for these to work you need to make sure you have added a Merge Field tag.

In the screenshot below, you can see we have added a text field and given it the title “First Name”. In order for the MDA system to recognise that you want this field to be populated by the system you need to click on “assign” under button as per the screenshot below.

Once you have selected merge field, you will see a pop-up screen similar to the one below. If you have not set up any merge fields, this section will likely be blank. However, you can add them in as you go.

You will need to add a merge field that matches exactly the MDA system. We have provided a matrix of the fields which are available for Merge, Click here to read the article.

In this example, i want to create a merge field for a workers first name. to merge the field, I need to either create a Merge field called “Client First Name” by typing it into the add merge field box and clicking the add button. Or If this has already been created, you can search for it in your lists.
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Once you’ve found the Merge field in the list, select it, then press assign.
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Back populate fields are sections in the documents you send to the contractors which they must complete, Once complete, you have the option to use the information to write to the contractor’s record.

To configure your back populate fields you need to make sure that the fields in Signable match exactly to the MDA system. We have provided a matrix to help understand which fields are available for back populate and what you need to name them in Signable for this feature to work. Click here to read the article.

In the example below, we want the contractor to fill in this field with their first name. The Title must match the Signable fields matrix, in this example, it is “Client First Name”. There must also be no merge fields assigned to the Signable field.

You can configure the drop down fields in Signable for back populating to MDA. You would have to configure like the below:
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The field name should be the same as the name mentioned in the Signable Field Matrix.
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