Working with Fields

Working with Fields

Table of contents

You can add built-in fields in your Writer document, which includes the information that may change. Before you get started, define the fields and determine the type of data to be entered into the respective fields.

You can insert the following types of fields in your Writer document.

  • Autofields: Use Autofields to display the date, page number, page count, etc., in your print out.
  • Signature fields: These fields can be assigned to different signers during a sign workflow. Each signer will be assigned with fields including Signature, Initial, Company, Job Title, Date, Time, etc.
  • Fillable fields: These are the fields that can be defined within the document (Text box, Email, Phone, Date, Percent, Currency, Checkbox, and so on)

Autofields

If you want to display the current date, page number, page count, author name, document name and document version in your print out, this option can prove useful.

To insert autofields,

  1. Click where you want the autofield to appear.
  2. Click More > Insert > Autofields.
  3. Choose an autofield to be inserted. For example, if you want to add the current date, click on the date field. Make sure you place the cursor in the required place in your document before inserting the autofields.

Insert date

To insert date in your document,

  1. Click where you want the date to appear.
  2. Click More > Insert > Fields > Fields and Signatures >Autofields > Date. The current date will be inserted.
  3. Click on the inserted date field if you want to manage the date settings. You can change the date format and choose to update the field automatically or manually.

Insert page number

To insert date in your document,

  1. Click where you want the date to appear.
  2. Click More > Insert >Fields > Fields and Signatures >Autofields > Page Number.
  3. Choose to insert the page number in the header or footer from the drop-down.
  4. Choose the Format Page Number option from the drop-down to change the position, and style of the inserted page number.
  5. Click Remove Page Numbers to remove all page numbers from the document.

Similarly, you can add page count, author name, document name, and version of the document as autofields.

Signature fields

Signer fields will be assigned to specific signers during the Sign Workflow. For example, if you want to create a contract template and you require multiple signers to sign your documents electronically.

To insert a signature field,

  1. Open the template and click where you want the signature to appear.
  2. Click More > Insert >Fields > Fields and Signatures >Signature fields
  3. Choose My Signature to insert your signature fields. Zoho Sign popup will open. Now create your signature with the necessary sign fields. Read More on how to insert and update signature fields.
  4. Choose Signer fields to add signers in your template. You can add up to 10 signers.

Learn more.

Fillable fields

Use fillable fields to make your document look like a pre-printed fillable form with necessary fields instead of looking like a paper with blank lines.

To insert fillable fields,

  1. Click More > Insert > Fields > Fields and Signatures > Dymamic Fields > Fillable fields. The Fillable Fields panel will open.
  2. Add the required fields in your document as required. Learn more.

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