Guide

1. Navigate to the document or template where you want to add initial fields.

2. On the right-hand side, click on the content panel to expand it.

3. Before placing the initial field, assign it to the appropriate recipient.

4. Drag and drop the 'Initial' field from the Fields tab to the desired location in your document.

5. Ensure the field is placed where the recipient needs to provide their initials.

6. After placing all necessary fields, click 'Send'.

7. By following these steps, you can effectively add and configure initial fields in your PandaDoc documents, enhancing the document completion process.