Fields

Text fields are the building blocks of templates. They define where data appears in your generated PDFs.

Adding Fields

1. Open your template in the editor
2. Click Add Text Field
3. Draw a rectangle where the data should appear
4. Name the field in the properties panel

Field Properties

Positioning Fields

Using the Visual Editor

• Drag to move a field
• Resize handles to adjust dimensions
• Arrow keys for fine positioning (1px increments)
• Shift + Arrow for larger increments (10px)

Precise Positioning

For exact placement:

1. Select the field
2. Enter coordinates in the properties panel
3. Coordinates are in points from the bottom-left

Field Naming

Good names make workflow configuration easy:

customer_name
invoice_number
shipping_address
order_total
due_date

Bad names cause confusion:

field1
text
a
new_field_2

Naming Rules

• Use snake_case or camelCase consistently
• No spaces (use underscores)
• Alphanumeric characters only
• Must be unique within the template

Multi-line Fields

For addresses or descriptions:

1. Make the field tall enough for multiple lines
2. Enable Multi-line in properties
3. Set Line Height for proper spacing

Text wraps automatically within the field bounds.

Formatting

Font Options

Templates support standard PDF fonts:

• Helvetica (default)
• Times Roman
• Courier

For custom fonts, contact support about embedding options.

Text Styling

Number Formatting

Field values are inserted as-is. Format numbers in your workflow before passing to the template:

{{formatNumber(steps.extract.total, "currency")}}

Overlapping Fields

Fields can overlap if needed:

• Fields render in order of creation (first = bottom)
• Use layering for watermarks or backgrounds
• Be careful with text overlap—it can be hard to read

Field Visibility

All fields render when the template is filled. For conditional content:

1. Create multiple template versions
2. Use workflow logic to select the right template
3. Or fill optional fields with empty strings

Best Practices