Advanced Document Automation Field Types

Choose from 9 different field types

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Written by Eszter
Updated over a week ago
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When you build your templates, you will be presented with different Field Type options. Please review the options below to find the best option to suit your needs:

1) Short text

  • Allows for simple, flexible, one-line text entries

  • Does not support hard carriage returns. The text will wrap

  • Text will inherit the styling of the document where the field is inserted.

2) Long text

  • Multiline text" fields are like single-line text fields, but with the added flexibility of multiple lines

  • Hard carriage returns used in the field are recognized by Word

  • Text will inherit the styling of the document where the field is inserted.

3) Rich text

  • Allows for multi-line, rich-text formatting. This means that you can specify text fonts, colors, alignment, and more

  • Text will use styling specified in the Rich Text field.

4) Date

  • "Date" fields allow you to choose a date using a date-picker

  • Select the desired Date format from the Format dropdown.

5) Number

  • "Number" fields only validate the data being entered is numeric.

6) Single select

  • "Single select" fields allow you to specify a list of predefined options that can be selected via a dropdown ( there is no limit on the number of options)

  • You can select one option from the dropdown.

7) Multi-select

  • "Multi-select" fields allow you to specify a list of predefined options ( there is no limit on the number of options)

  • Any option or combination of options can be selected via a dropdown.

  • You can specify the separator that the selected options will be joined by.

8) Conditional

  • "Conditional" fields allow you to specify a list of conditions that dictate the value of the field

  • These conditions take into account the values of other fields within your document and can be really helpful when dealing with varying words, phrases, or clauses

  • Read more here about conditional fields.

9) Formula

  • “Formula” fields allow you to specify dynamic calculations that depend on the values of other fields within your document

  • “Formula” fields support almost any Excel operation and can be chained together

  • Read more here about formula fields.

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