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Add Field Section

Last updated: 26 Jan 202614 views

1. Click “Templates” on the top right corner to add premade fields.

  • Fields are used to collect information from recipients (e.g., Name, Age, Address).
Image of the Custom tab page with the Templates button highlighted in a red box

2. Check the checkboxes within the Templates modal to select the required fields.

Image of the Template Information modal with the required fields highlighted.

3. Click “Apply Selected Fields” after adding all necessary fields.

Image of the Template Information modal with the Apply Selected Fields button highlighted by a red box

4. You may also use the other options on the top to add fields. (Field, Personal Information, and Address)

  • Field: Adds a custom field
  • Personal Information: Adds the first four fields in the Personal Information section of the Templates.
  • Address: Adds all fields in the Address section of the Templates.
Image of the Custom tab page with the buttons for Field, Personal Information and Address are highlighted in a red box

Note: If you exit the page or go to another page without saving, a discard modal will appear and ask for confirmation in leaving the page.

Image of the Discard modal
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