How to prepare custom fields for mapping? (e.g for e-signature, Zapier, 3rd party integration)

After creating custom fields via our Form Builder, you might need to map these fields in other apps such as our internal e-signature template editor, or external apps such as Zapier.

To prepare those fields for mapping, follow the steps below: 

1. Select Platform from the left menu
2. Click Forms
3. Use the pencil icon to edit an available form
   • For example: Individual Investor - Account 
4. Click Add A New Field 
5. Select the field type
   • Prior to naming the new field, the Key field will populate with a string of characters
6. Add the field title to the Field Name 
   • Once a name has been added, the Key field will update to a readable format
     • Example: if the Field Name is Favorite Color, the Key will become favorite_color
   • The Key will be saved to the database
7. Retain this Key for use when mapping fields in other apps
8. If you are using the HelloSign integration to create E-Sign Documents, you can map the field by selecting Add to E-Sign Mapping
9. Click Save

REF: How to set up pre-populated fields in e-signature template