To add initial fields in PandaDoc, follow these steps:
- Navigate to the document or template where you want to add initial fields.
- On the right-hand side, click on the content panel to expand it.
- Before placing the initial field, assign it to the appropriate recipient.
- Drag and drop the ‘Initial’ field from the Fields tab to the desired location in your document.
- Ensure the field is placed where the recipient needs to provide their initials.
- After placing all necessary fields, click 'Send'.
- By following these steps, you can effectively add and configure initial fields in your PandaDoc documents, enhancing the document completion process.
