Adding fields to a template

Add a field from the Fields panel of any template. Each field needs a name, a type, a source, and (usually) a placement on the canvas.

What you need

• An open template in the template studio

Step by step

1. In the template studio, click + Field in the Fields panel.
2. Give it a clear display name like Invoice Number or Due Date.
3. Pick a type — text, number, date, checkbox, select, batch, signature, or one of the others.
4. Pick a source — question (user fills via form), extracted (AI pulls from document or context), or static (fixed value).
5. The field's Outputs section automatically gets a primary output that writes the field's value into case.data. Add more outputs (computed, prompt, binding) if you need derived values from the same field.
6. If the field renders to the output PDF, click on the canvas where it should land.
7. Click Save.

NameDue Date

Typedate

Sourceextracted

FormatISO 8601

Placementpage 1, top right

Tips

Related

• Creating a template
• Field types
• Field data sources