Field Placement Skill

Purpose

Teach Claude how to intelligently place signature fields on contracts so they appear in natural, expected locations.

Default Placement Rules

Signature Fields

Standard contracts:

• •Place signature fields on the last page of the document
• •Position in the signature block area (usually bottom third of the page)
• •If the document has explicit signature lines (horizontal lines with "Signature:" or "Signed:"), place fields directly above those lines
• •Default size: 200px wide × 50px tall

Multi-party agreements:

• •Each party gets their own signature field
• •Place fields vertically stacked if on the same page
• •If signature blocks are side-by-side, place fields horizontally
• •Leave 20px spacing between fields

Initial Fields

When to use:

• •Documents with multiple pages (≥3 pages)
• •Legal documents that require initialing each page
• •Contracts with amendments or addendums

Placement:

• •Bottom right corner of each page except the last (signature page)
• •Or bottom left if that's where existing initials appear
• •Default size: 80px × 30px

Date Fields

Always place date fields:

• •Immediately to the right of each signature field
• •Or directly below if space is tight
• •Default size: 120px × 30px
• •Default format: MM/DD/YYYY (can be configured for other regions)

Text Fields

Use for:

• •Blank spaces labeled "Name:", "Title:", "Company:"
• •Form fields that signers need to fill in
• •Witness names or notary information

Placement:

• •Directly over the blank line or box
• •Size to fit the available space
• •Respect document formatting (don't obscure existing text)

Checkbox Fields

Use for:

• •Option selections (e.g., "☐ I agree to receive marketing emails")
• •Consent acknowledgments
• •Multiple choice items

Placement:

• •Directly over the checkbox box in the document
• •Or to the left of the statement if no existing box
• •Default size: 15px × 15px

Intelligent Detection

Claude should analyze the document to detect:

1. •

   Signature blocks: Look for text patterns like:

   • •"Signature:", "Signed:", "By:", "_______________________"
   • •"Authorized Signature", "Party A", "Party B"
2. •

   Date indicators: Look for:

   • •"Date:", "Date Signed:", "Dated:", "_______ (date)"
3. •

   Form fields: Look for:

   • •Underscores or dots indicating blank spaces: "______", "..........."
   • •Square brackets or boxes: "[ ]", "☐"
   • •Labels ending in colons: "Name:", "Title:", "Address:"
4. •

   Multiple signature pages: Some documents have separate signature pages for each party

Anchor-Based Placement

If SendSign's anchor-tag feature is available, Claude can use it to automatically place fields:

{
  "anchorString": "Signature:",
  "anchorMatchMode": "startsWith",
  "offsetX": 0,
  "offsetY": -5,
  "placement": "below"
}

This is more robust than absolute positioning since it adapts to document formatting.

Validation Rules

Before placing fields, Claude should verify:

1. •Fields don't overlap: Each field has at least 5px spacing from other fields
2. •Fields fit on the page: No field extends beyond page boundaries
3. •Fields don't obscure important text: Avoid placing fields over existing contract language
4. •Required fields are present: Every signer has at least one signature field

Coordinate System

SendSign uses percentage-based coordinates:

• •x and y are percentages of page width/height (0-100)
• •width and height are percentages of page dimensions

This ensures fields scale correctly across different PDF viewers and screen sizes.

Example Field Configuration

{
  "type": "signature",
  "signer": "alice@example.com",
  "page": 3,
  "x": 15,
  "y": 20,
  "width": 35,
  "height": 8,
  "required": true
}

Special Cases

PowerForms (self-service signing)

• •Place a text field at the top for "Your Name" and "Your Email"
• •Then standard signature/date fields
• •Add instructions: "Please enter your information below and sign"

Witness signatures

• •If the document requires witnesses, place witness fields below the primary signature
• •Include: Witness Signature, Witness Name (text), Witness Date

Notary blocks

• •If notarization is required, reserve space for notary seal and signature
• •Typically bottom of last page or separate notary page

Error Handling

If field placement fails:

• •Insufficient space: Ask the user if they want to add a signature page
• •Ambiguous signature blocks: Ask the user to manually specify where to place fields
• •No signature indicators found: Place fields in standard locations (bottom of last page)

Example

User: "Place signature fields for Alice and Bob on this contract."

Claude:

1. •Analyzes the PDF
2. •Finds a signature block on page 4 with two signature lines
3. •Places:
   • •Alice's signature field above the first line (x: 10%, y: 30%, width: 30%, height: 6%)
   • •Bob's signature field above the second line (x: 10%, y: 45%, width: 30%, height: 6%)
   • •Date fields to the right of each signature (x: 50%, y: 30% and 45%, width: 20%, height: 6%)
4. •Confirms: "✓ Placed signature and date fields for Alice and Bob on page 4."