Ch. 009. Field Setup - General

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Setting unique field rules

Once you've set up the fields on your master PDF, created your new template and have added your template assets, you are ready to set the unique rules for each of your template fields. You can access the Field setup area either from the main Templates Tab by choosing the edit icon associated with your template, or with the Field Setup link if you are editing a template.

When you first enter this screen, the field names you set up on your master PDF will be shown on each bar and will be in alphabetical order. This will be the same order that your customer will be prompted to complete their variable information. So, if you want to ask for the Customers Name followed by their Business Title, you will want to re-arrange the order in which each of these fields are shown. You can change the order by simply clicking and dragging a field into a new position. When you are done arranging the fields make sure to click on the "Commit Changes" button to save your changes.

Image above: Dragging fields into an order this way directly affects the order in which the end user will be prompted for information to fill these fields.

Every field starts in a "collapsed" state, where you can see Field Type, Page number, and Field name. You can expand one or more fields by clicking the down arrow icon at the far right of the field, or by clicking the "Expand All" link to expand all the fields.

At the left of the expanded field area is a preview of the page of the document on which this field appears, with a red box showing the area the field occupies. As you set the rules for each of these fields you will need to click on the "Save" button. This will save the changes you have made to the different areas you see to the right of the preview image (Field Type, Data Capture, Format, etc.). The Cancel button will discard those changes to the last saved state.

Below the thumbnail preview you will see the size of the field. The size of the field is displayed in the units set in the Define units drop down on the upper right corner of eDocBuilder.

After you have saved your individual fields you must click on the "Commit Changes" button in order for all the saved changes you have made to be committed to the template itself.

Interactive Designer Note: The screenshots above were taken from a template using the Forms Based eDocBuilder, your tab options will be different when using the Interactive Designer version of eDoc.