Document Fields & Form Questions

All document types support fields and questions that allow you to collect information, signatures, acknowledgements, and other responses from clients.

Document Fields

By adding a fillable field, you can insert information that needs to be automatically populated with specific information based on the recipient or provider and/or or be filled by the recipient or provider.

Some examples are client name, due date, fees, dates, and signatures.

For an uploaded or created document, fields are placed directly onto the canvas.

Add a field by selecting a field type from the available options

Types of fields allowed on a document
Drag and resize the field to position it where you want it on the document

Example field placement on a created document
Uploaded PDFs allow fields to be freely placed anywhere on the page

Each field includes configurable properties, such as field name, required settings, and pre-fill options.

Properties available for the fields on a document

Forms

Forms use a flexible drag-and-drop layout designed for collecting information in a structured, web-based format.

Add a Question

To add a new question:

Select a question type from the Insert panel on the right side of the screen.
Available insertion points will appear throughout the form, marked with + icons.
Click the desired location to add the question.

Example questions placed on a form
You can modify the properties in the questions once you insert them in the form.

Properties available for the questions on a form
Once you're done, you can click on either Save Draft or Save & Close.

Move a Question

To move an existing question:

Press the Grip button on an existing question.
Available placement zones will appear throughout the form

Select the desired location to move the question.

Parts of a Field/Question

Name	Applies To	Description
Name / Question	Both	Text displayed on the field
Required	Both	Submission of document not allowed until this field is completed
Prefilled Entry	Both	What the text field is going to be prefilled with
Prefill For	Both	Prefills the field only for person filling out the form (Recipient) or the person sending the form (Provider)
Reporting ID	Forms	Used in reporting to to identify this particular answer in reports
Map To	Forms	Can be used to save this answer somewhere else in the client profile
Description	Forms	Optional text displayed below the question to provide instructions

Form Question Mapping Options

Field Name	Text Box	Paragraph	Phone	Date	Email	Checkboxes	Multiple Choice	Dropdown	Section Break
Client First Name	✅
Client Last Name	✅
Client Email					✅
Client Phone			✅
Client Sex	✅						✅	✅
Client Pronouns	✅
Client Address	✅
Client City	✅
Client State	✅						✅	✅
Client Postcode	✅
Contact First Name	✅
Contact Last Name	✅
Contact Email					✅
Contact Phone			✅
Contact Relationship	✅						✅	✅
Add to Notes	✅	✅	✅		✅	✅	✅	✅	✅
Save as Custom Field	✅	✅	✅		✅	✅	✅	✅	✅
Current Date				✅
Due Date				✅

If one or more questions have been mapped to a Contact related source (e.g. Contact Email, Contact Last Name), then both Contact First Name and Contact Last Name must be mapped somewhere on the form in order to save changes.

List Questions

Some question types require a list of predefined answer choices. This applies to:

Multiple Choice
Checkbox
Dropdown

When configuring these questions, you can define the available options that respondents can select from.

You can also enable a Blank or Other option, allowing respondents to enter their own custom response if none of the predefined choices apply.

This is useful when you want to provide standard options while still allowing flexibility for unique answers.