Adding Template Fields

A field is a critical element of any template.  Fields are added to the text of a template to help customize documents created with that template.  Adding a field to a template is a simple and straightforward process.

Method 1: Drag a field into your template

 

1. Choose a Field from the Field List

2. Left-click on the Field and hold down the mouse button

    

3. Drag the cursor to a position in your text

    

4. Release the mouse button to 'drop' the field into your text

 

Method 2: Create a field by typing

Fields can also be added to a template by typing the field name enclosed with asterisks (*).

For example to insert a field titled 'Date', simply type *date* in the template text.  SmoothDocs will automatically convert the the text to a field.

 

Related Help:

About Fields

Creating a new Field