Add a field to a document so clients or candidates can type into

Adding a field in a document template so that a client or candidate can type into

In document templates, we have different fields that can be added. You can add a text field they type into, a date field, a radio question field.

To do this go to MORE then select DOCUMENTE TEMPLATES

From there click the pencil icon of the document you want to edit.

Once in the document, you select:
Create Fillable Field


Then select which type of field, who you want to be able to fill it out, if it is required




Once you have added it then, go to where you want to add it on the document and select Insert Fillable Field


You can also select Insert field from user profile if you want it to auto populate information from their profile.