Focus: The focus of this self-help article is to provide steps and information about the PandaDoc Document Builder “Fields”
What are Fields?: With fields, We make things easy! Drag-n-drop signature, text, and other various input fields, assigning recipients to them with a single click. In the PandaDoc Editor, there are five fields you can use. They are: TextField, Dropdown, Signature, Initials, Date and Checkbox. Please note: Fields need to be added into a Content Block”.
Step 1: Create a document/template. Click on “New Document/New Template” on the upper right and then click on “Create a Doc”/”Create a template”.
For Documents – Go to Step 3
Step 2: For Templates – Add a Name and Setup Roles. Roles are added to templates to help predefine the fields when you use a template for a document.
Step 3: Adding the content blocks. Over on the right, click and drag the text block over and then you can add your text. In this example, we will add a “Text Block”.
To add other blocks, simple drag and drop them.
Step 4: Adding Fields Now that the Content blocks have been added, now you can add fields. Please note: Fields can only be added inside of the block. In this example, we will be adding a Signature block.
Step 5: Definition of Fields.
Textfield – With the TextField fields, this can be used to provide instruction to your recipient or have your client add a bunch of text to the document. This field can also be set to “required”. Example, “Please add your address details”. Then using this field, our recipient of the document can fill out this field.
Signature – With the Signature field, this can be added to your document so that your recipient can “Sign” the document.
Initials – With the Initials field, this can be added to your document so that your recipient has to fill out their initials. This field can also be set to “required”. An example of using this, is adding the initials field that the bottom of every page, to confirm they understood the document details.
Date — With the Date field, this can be added to your document so that your recipient can fill out the field for the date. This field can also be set to “required” and also includes Date formatting options. A good example of using this, is if you recipient needs to fill out a date field for confirmation of work or when they signed the document.
Checkbox – With the Checkbox field, this can be added to your document to have your recipient check the box. This field can also be set to “required”. A good example of using this field if you have import pieces of information and you want to confirm that understand the document.
Dropdown — With the Dropdown field, you can setup a list of items that your recipients can choose when they fill in the document.
Masked Field — With the Masked Field, this can be added to your document, if you need to block recipients information from being displayed to other recipients. A good example of this, lets say you are sending this to two or more recipients. One of the recipients have confidential information (such as credit card information) and you don’t want to show this for all recipients.
Upload Field — With the Upload Field, this can be added to your document, if you need to have your recipients “upload/attach” a file to the document. A good example of this if you need your recipients to upload additional files to complete a document. CC authorization forms, address forms, etc…
Step 6: Assign Roles To Fields Once the Fields have been added, be sure to assign the field to a Role for templates or recipient for documents.
Step 7: Continue to add the rest of your content. Explore the other blocks and then start sending out documents.