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Manually creating a field

Adding custom fields to your template

Written by Crystal Lindsey
Updated over a week ago

You can create as many fields as you'd like and insert them into your document to indicate the location of dynamic content. For example, a field in a document might be "Date," "Client name", or "Client address" — basically, information that changes frequently across all the times you intend to use the template.

To simply create a field and insert it into a template, follow these steps:

  1. On the Dashboard, select Build a New Template.

  2. Click Create a field.

  3. Fill in the following data for your field:

    • Name. Give your field name. For example, "Date", "Client name", or "Client address.”

    • Mapped to MyCase? You can sync data from your MyCase account to the field you are creating. After you toggle this on, you'll be presented with your current MyCase fields ( contact, case, lead information, and custom fields)

      Fields that are mapped with corresponding MyCase attributes will be auto-populated at the time of drafting.
      Fields that are not mapped can be filled out at the time of drafting.

    • Type. Select what type of field you are creating from the dropdown menu presented. Read more here about the 9 field types the Advanced Document Automation supports!

    • Default. If a field has a default value, and a custom value hasn’t been specified for the field, the field will be pre-populated with the default value whenever you draft a document. It's recommended to use the Default value when you'd enter the same information in a field in the majority of cases.

    • Guidance Notes. You can specify guidance notes for a field that describes what the field does and what type of information should be entered into it. The guidance note will appear underneath the field when you draft a document from within MyCase.

  4. Click Save.

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