Fields

A field is a word or phrase in a template that the user customizes for each document .  For example, a template may include a field titled "Favorite Color".  If you create a document and provide "blue" as the the field input, all instances of the field "Favorite Color" will be replaced with the word "blue ".

Fields in a Template

The following is an example of how fields are presented in a template.  This example includes three fields named 'Date', 'Customer Name' and 'Your Name '.

 

Fields in a Document

This example illustrates how fields are used when creating a document.  Below, the user has provided input for the three fields.  The ' Date ' field has been set to " 5/4/11 ".  The ' Customer Name ' field has been set to " Jim Smith ".  Finally, the ' Your Name ' field has been set to "Carl Jones ".  

 

The same template can be reused to create new documents.  Simply change the field input to create a new document.  Below, the user has set the ' Date ' field has been set to "  6/30/12 ".  The ' Customer Name ' field has been set to "  Kathy Sierra  ".  Finally, the ' Your Name ' field has been set to "Bert Bates  ".

Related Help:

Create a New Field

Add Template Fields

Fill In Document Fields

Using the New Document Wizard (Fields)