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Full Name Not Available as a Textbox Option in the PDF Template Editor

Objective:

  • Can't find Full Name field when adding textbox to PDF Template
  • Full Name not available when I add textbox
  • Full Name missing as an option
  • PDF Template Editor does not allow me to select Full Name when adding a textbox

Environment:

  • Clio Grow

Additional Information:

Even if Full Name is checked as one of the desired fields in the HelloSign settings of the PDF Template creation, it will not be available as a Textbox field in the Template Editor itself if there is fewer than 1 person in the Document.

Procedure:

  1. Add at least one person to your Document in the initial HelloSign Settings when creating your Document Template
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