# Template Dynamic Fields Overview

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

Use them for names, dates, numbers, selections, signatures, etc.

### Text Cursor Method (Structured Documents Only)

<figure><img src="/files/AbDG1Gz7Zh6XlWKFKL4D" alt=""><figcaption></figcaption></figure>

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)

<figure><img src="/files/PME86PTNpkp7VhRWQD77" alt=""><figcaption></figcaption></figure>

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.

{% hint style="info" %}

* 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
  {% endhint %}

### Sticky Fields Method (Best for PDFs and Touch Devices)

<figure><img src="/files/5zJOog94wBozIG5o2EIN" alt=""><figcaption></figcaption></figure>

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.

{% hint style="info" %}

* in structured documents, placement can still be approximate
* if the text cursor is visible, the field may be placed at the cursor
  {% endhint %}

### Cancel placing a field

To cancel field placement:

* press **ESC**, **Backspace**, or **Delete**
* click anywhere outside the template area

This will remove the field preview from your pointer.

### Edit or delete a field

To **edit** a field:

1. Click the field you want to edit, the field settings menu opens.
2. Adjust field-specific options.
3. Click the <img src="/files/vG66BIgRvKk6Pubc3P96" alt="" data-size="line"> button.

To **delete** a field:

1. Click the field you want to edit
2. In the field settings panel, click the <img src="/files/9advHtmSXIf4SWH6PXNt" alt="" data-size="line"> button.


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