Adding data entry fields

  1. From the left-hand sidebar, select the Templates section.
  2. Open your template.
  3. Select the text fragment that you want to convert into a data entry field.
  4. Click on the Add Field button and select the type of field to create.44.gif
  5. Enter the field name in the Title line in the upper right-hand corner of the page.
  6. Under the line Required,  select the option Yes if the field is required, or No if the field is optional. Screen_Shot_2018-05-08_at_7.52.21_PM.png
  7. The Selection Field allows you to specify several values, one of which can be selected when creating the document. Enter the values in the Values line as needed.Screen_Shot_2018-05-08_at_7.53.19_PM.png

Note: The system will not allow the user to download the document if the required fields have not been filled out.

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