Signer Field Variables Follow

Signer Field Variable is a feature that allows you to view and copy the internal variable names of signer fields added to a Quote. These variable keys can then be used inside Smart Flows where you want to capture and use the signer’s input.

This makes it easy to reference values entered by the signer without manually tracking field names.

• Access Through the Preview Option
• Access Through the Action Menu
• Practical Example 

Where to Find Signer Field Variables Keys

• Navigate to the Quote Module from the left menu bar.

• Next, you can access signer field variable names from two locations inside the Quote Detail View.

Access Through the Preview Option

• Open the detail view page of the generated quote.

• Click the Preview button available at the top

• Inside the preview panel, you will see a list of all signer fields included in this quote.

• Click on any signer field in the list to copy its internal variable name.

Access Through the Action Menu

• Open the quote’s detail view page.

• Click the Action button.

• Select Signer Field Variables

• A panel will open showing all signer fields used in the quote.

• Click any field to copy its variable key to your clipboard.

Practical Example 

With Signer Field Variables you can now quickly view every signer field added to your document and copy its internal variable name with a single click. These variable keys can then be used inside Smart Flows to fetch the signer’s input after the document is completed.