How to Add EzSignly Widgets

The EzSignly widget editor is where you turn a regular PDF or document into a fully interactive signing experience.

Instead of printing, scanning, or manually typing details, you can simply drag and place widgets like Signature, Date, Text Input, and Checkboxes directly onto your document. This makes EzSignly one of the easiest and most reliable options for businesses looking for electronic signature software in USA. Whether you’re creating a contract template, onboarding form, vendor agreement, or HR document, widgets help you collect the exact information you need.

What You See on the Widgets Adding Page

When you open the template editor, EzSignly displays a clean workspace with three main areas:

1. Widgets & Settings Panel (Left Side)

This is where all widgets are available for selection and placement.

2. Document Canvas (Center)

This is the main document view where you place widgets on the page.

3. Pages Panel (Right Side)

This shows a thumbnail preview of all pages in your document, allowing you to navigate quickly.

Widgets Available in EzSignly

On the left panel, under Widgets, EzSignly shows all the most commonly used signing fields.

✍️ Signature Widget:The Signature widget is used to capture the signer’s final signature. It is the most important field for contract signing and approvals.

Use it for: Contracts & agreements, HR offer letters, Vendor onboarding, Client approvals and all major documents.

🖊️ Initials Widget:The Initials widget is used when a document requires signers to confirm multiple sections.

Use it for: Legal agreements, NDAs, Multi-page contracts, Terms & conditions pages etc.

👤 Name Widget:The Name widget captures the signer’s full name in a clean format.

This is useful when:
• you want typed confirmation
• the document requires both name + signature
• you need standardized entries across all signers

📅 Date Widget:The Date widget lets you capture the signing date.

This is extremely helpful for compliance, audit trails, legal proof of signing time, and record-keeping.

⌨️ Text Input Widget:Text Input is used to collect any custom information from the signer.

For example: address, phone number, company name, ID details, employee code, invoice reference number etc.

☑️ Checkbox Widget:Checkboxes are perfect for confirmations, approvals, and consent.

Use them for:
• “I agree to the terms”
• policy acceptance
• consent forms
• onboarding acknowledgements

🖼️ Image Widget: Allows signers to upload or insert an image.

Use it for ID proof uploads, company stamps, supporting documents, and profile photos (where required).

How to Add Widgets in EzSignly (Step-by-Step)

Adding widgets in EzSignly is quick and beginner-friendly.

Step 1: Create a Template

Go to your dashboard and from the left panel select “create a template”. Upload your required document, add recipients information and click next.

Step 2: Choose the Widget You Need

In the left panel, click on any widget type such as: Signature, Date, Text Input, Checkbox.

Step 3: Place the Widget on the Document

Once selected, you can place the widget directly on the document page. This ensures every signer knows exactly where to sign, and fields stay consistent across all document sends.

Step 4: Add Multiple Widgets as Needed

You can add as many widgets as required in one document. For example, a standard HR offer letter template may need Name, Signature, Date and Checkbox (policy acceptance)

Step 5: Review Using Preview Mode

At the top of the page, EzSignly provides a Preview button. This lets you check the document before saving to ensure the widgets are placed correctly, the document looks professional, and the signers will have a smooth experience.

Step 6: Edit Details (If Needed)

Next to Preview, EzSignly shows Edit Details. This option is useful when you want to update template name, description, recipients or signer roles, document settings etc.

Step 7: Save Your Template

When you’re done placing widgets, click the yellow button: Save Template.This stores the document as a reusable template, so you can send it anytime without rebuilding fields again.

Pages Panel (Right Side)

On the right side, EzSignly shows a Pages panel with a thumbnail preview. This helps you navigate multi-page documents quickly, add widgets on specific pages, avoid missing signature fields.

Clear Widgets Option

Inside the widget panel, EzSignly includes a visible button: Clear WidgetsThis is useful if you: placed widgets in the wrong area, want to restart the template layout, uploaded a new version of the same document etc.

Document Attachments (Optional Feature)

Below the widgets section, EzSignly includes: Document Attachments.

This section allows you to configure attachment requirements for recipients.

There’s a toggle: Enable Attachment Collection. When turned on, it allows recipients to upload required documents.

This is extremely useful for workflows like:
• KYC document collection
• HR onboarding proof submission
• Vendor registration documents
• Real estate supporting documents
• Education admission documents

Added Security

Enable OTP adds an extra layer of security to your signing process. When turned on, recipients must enter a one-time password (OTP) before they can open and sign the document. This helps prevent unauthorized access and improves trust for sensitive agreements, making EzSignly a more secure electronic signature software.

These are the key reasons this platform is considered by many teams as the best eSignature solution to add E-Signature to Your Form. If you’re looking for E-Signature Services that is clean, easy, and built for real business teams, EzSignly makes it simple to configure documents in minutes.