How to Set a Field Search Key?

What is a Field Search Key (FSK)? When creating a task or template, the sender can include key-value pairs of keywords for specific fields, such as date, text, or hyperlink. After the task is sent, you can search for corresponding values based on the Field Search Key and the values filled in by the signer. 

For example, if you need to search contracts containing a specific product name, you can input the key (e.g., "Product") and the filled value (e.g., "DottedSign") to easily find the relevant documents, enhancing tracking and management efficiency.

Learn more: How to Search My Tasks by using Field Search Key 

When creating a Bulk Send task using templates with Field Search Key. FSK automatically maps related fields from a blank .csv file, pre-filling default values for signers to save time and reduce errors.

Learn more: How to Send a Task to Multiple Signers Using Bulk Send

Set Field Search Key:

1. Create a task and assign a field.

Learn More: Creating A Task to Get Other's Signatures

2. Click on "More" in the field.

3. Enter your desired key.

Naming rule: Only English uppercase and lowercase letters, numbers, and underscores are allowed, and within 16 characters.