Add fillable fields via the Fillable Fields panel
Add fillable fields to your DOCX templates by moving them from the Fields panel in the online editor.
1. The Fields panel automatically appears when you open a DOCX document for editing.
You’ll see two types of fillable fields in the panel:
Type of fillable field | Description |
Standard fields | General-purpose fields that can be used in various situations where basic data entry is required. For example, text, number, and date. |
Template fields | These fields are more specific, designed for particular types of information like SSN, title, US phone number, or age, with built-in validation tailored to those data types. |
Note: The system will validate the entered information to ensure it matches the field type, like phone numbers or dates.
Place the cursor where you want the fillable field to appear in the DOCX document. Then, click the desired field icon, and drop it onto the DOCX document.
To copy & paste an existing fillable field within the DOCX document, use CTRL+C and CTRL+V on your keyboard.
2. Customize your fillable field's settings:
Enter some text to help your clients complete the fields correctly.
Specify if your fillable field is required to be filled in.
Enter a name for your fillable fields to make it easy for bots to locate them.
Set the font properties of your fillable fields (font type, size, text alignment, etc.).
Tip: By default, fillable fields are placed in the line with text wrapping style, which means they stay in the text flow and move with the text if edited.
To change the wrapping style, right-click the fillable field, select Wrapping style, and select your preferred option.
When finished, click Complete to save your settings.
3. Once you start the workflow and generate a PDF document from a DOCX template, the fillable fields added to your DOCX document will appear as follows in the PDF and be ready for your recipients to fill out.
Add fillable fields using tags
Fillable field tags in Document Generation are specifically formatted combinations of symbols that can be placed anywhere within your documents to preset the location, size, and type of various fields, such as signature, text, initial fields, etc.
You can add fillable field tags before or after uploading your document (by editing it in the editor).
Tip: The font size of fillable fields added via tags is always 12.
For example, the fillable field tags being used for the Text line are the following:
{{t:t;r:n; l:"TextField1";}} where:
t:t - the field type -Text
r:n; - required - yes/no (y/n)
l:"TextField1"; - field name
The fillable field tags first being used on the Sign Here line are the following:
{{t:s;r:n;l:“SignatureField1;”}} where
t:s- the field type - Signature
r:n; - required - yes/no (y/n)
l:"SignatureField1"; - field name
The table below shows the most widely used fillable field tags in Document Generation, along with the types of fields to which they can be applied.
KEY | What does it mean? | Accepted format & values | What fields need this KEY? |
t | TYPE of the field | s (for signature) i (for initials) t (for text) d (for dropdown) c ( for checkboxes) dt or date ( for dates) | For every field |
r | REQUIRED | y (for required) n (for optional) | For every field |
l | LABEL | “Field name” | For every field |
dd | DROPDOWN | "option1, option2, option3, ...." | Only for Dropdown fields |
w | WIDTH | w (width) | For every field |
h | HEIGHT | h (height) | For every field |
p | DATE FORMAT | MM/DD/YYYY DD/MM/YYYY HH:mm MMM DD, YYYY MM/DD/YY YYYY-MM-DD YYYY/MM/DD YYYY-M-D YYYY/M/D D.M.YYYY D-M-YYYY D/M/YYYY DD.MM.YYYY DD-MM-YYYY | Only for Date fields |
When the DOCX is converted into a PDF, these tags are transformed into interactive fillable fields ready for workflow use.
Tip: Below are the most commonly used tags for fillable fields, which offer a ready-to-go setup but can be customized to fit your needs. You can easily adjust them to better align with your document's requirements.
Field Type | Example Tag |
Text field | {{t:t;r:n;l:"text_field_1";}} |
Signature | {{t:s;r:n;l:"signature_field_1";}} |
Initials | {{t:i;r:n;l:"initials_field_1";w:200;}} |
Dropdown | {{t:d;r:n;l:"Dd_field_1";dd:first option,second option,third option;w:200;}} |
Checkbox | {{t:c;r:n;l:"checkbox_field_1";}} |
Date | {{t:dt;r:n;l:"date_field_1";w:150;p:"DD/MM/YYYY";}} |