Fields are a pretty simple concept: a way for a document recipient to interact with a document and provide information. Even though they are simple, tips, tricks, and ideas are always welcome when saving time.
Assigning Fields: One-click Assigning
In your template, first want to make sure you add roles. After this, you will see on the right the Field selection area is automatically assigned to one of the roles. You can then place all the fields needed for this role within the template. When you are done, you can then click and change the roles, this changes who the Field section is assigned to along with the color of the fields, so it is visually easy to tell which fields are assigned to which role.
*Note: this works the same on the document level, but instead of Roles, you will be working with Recipients.
If you have placed some fields and realize they are assigned to the wrong role or recipient, you can re-assign them with just a couple of clicks. Click the Field you wish to reassign, then click the ‘Properties’ icon in the floating menu bar. On the top right, you will see ‘Role’; here, you can click the down-arrow and reassign.
Yes/No: To checkbox or drop-down?
We see many client documents, and in quite a few of them, there are lots of checkbox options. Boxes are great, but sometimes a dropdown field might be the best option. Dropdowns can be perfect for streamlining and simplifying a document's look and usability.
See how much cleaner that looks?
Resizing a field: why won’t it get smaller?
Fields are resizable, you can grab the anchor points and make them as large as you would like, but you will notice you can only get them so small. The reason? Most of the fields are dependent on font size. So if the font size of the field is set to 15px, it will only shrink to that size.
When you’re adding fields, you probably have noticed that they snap into place, making them aligned with other surrounding fields. However, you may need to add a field that is off or out of alignment with the surrounding fields. When this happens, you can use the arrow keys on the keyboard to move the fields.
*note: you may need to click outside of the block and then click the field to use the arrow keys.
Sometimes even when using the arrow keys, you can’t seem to get the field to lineup around the edges of a block because there is not enough room. You can fix this by adjusting the padding of the text, and then the block will be inline with what you are wanting.
Name that Field: Adding some helper text for your recipients.
When you add fields, you’ll notice a generic name like ‘Enter value’ appears, but to help out a recipient, it is great to rename the field - this can provide more context or instructions.
What creative ways have you used PandaDoc fields?
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