Field types

Pick a field type that matches how the value should be captured and rendered. Text is the default; number, currency, date, select, checkbox, batch, signature, address, and image are also available.

Last updated

Pick a field type that matches how the value should be captured and rendered. Text is the default; number, currency, date, select, checkbox, batch, signature, address, and image are also available.

What you need

  • An open template

Available types

text — single-line text. The default. Auto-grows to multiple lines once the value contains a newline or runs past ~180 characters. Use for names, IDs, and free-form values like Vendor Name or Permit Number.

number — numeric value with optional format (percent, count).

currency — money value with currency formatting. Use for prices, totals, fees.

date — calendar date. Stored as MM/DD/YYYY regardless of how it was captured. Use for due dates and event dates.

checkbox — boolean true/false.

select — single value from a fixed list of options.

option_group — multi-select or radio-style choice. Like select but renders differently on the canvas.

batch — repeating row field. Use for line items where the row count varies per case.

multi — container for grouped sub-fields. Use to group related values together.

signature — captures a drawn signature.

address — multi-part container for street, city, state, zip.

image — embedded image, uploaded once and reused at fill time. Use for logos, stamps, or scanned signatures.

A select field
NameStatus
Typeselect
Optionsintake, review, approved
Defaultintake

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