Template Dynamic Fields

Dynamic fields are template placeholders. They collect or insert data during processing.

Use them for names, dates, numbers, selections, and signatures. Fields can be filled manually or via integrations.

You can add fields to a template in three ways.

Text Cursor Method (Structured Documents Only)

This method works only for structured documents.

1. Click the exact spot in the document where you want to place the field.

2. When the blinking text cursor appears, open the Fields tab in the template editor menu.

3. Click the field you want to insert.

4. The field will be placed exactly where the cursor is.

Drag & Drop Method (All Document Types)

This method works with all documents, including PDFs.

1. In the Fields tab, press and hold the mouse button on a field.

2. Drag it to the desired location in the document.

3. Release the mouse button to drop it.

While dragging, a preview of the field will follow your pointer.

Notes:

• in PDF documents, the field is placed exactly where the preview shows

• in structured documents, placement is approximate and snaps to the nearest valid cursor position

Sticky Fields Method (Best for PDFs and Touch Devices)

This method is similar to drag & drop, but uses two clicks. It does not require dragging.

It works best for PDFs and touchscreen devices.

1. Click once on a field in the Fields tab. (Do not hold the mouse button.) The field preview will “stick” to your pointer.

2. Move the pointer to the place where you want the field.

3. Click again to place it.

Notes:

• in structured documents, placement can still be approximate

• if the text cursor is visible, the field may be placed at the cursor

Cancel placing a field

If you selected the wrong field, cancel placement:

• press ESC, Backspace, or Delete

• click anywhere outside the document area

This will remove the field preview from your pointer.