Add fillable fields to a template

Fillable fields in a template

Fillable fields are placeholders in your document that users fill in each time they create a new document. You define them once in the template editor, and WordFields builds a form from them automatically.

Adding a field

There are three ways to add a fillable field to your template:

Highlight text in yellow before uploading

The fastest way to mark fields is before you upload. Open your document in Word and highlight the parts that change in yellow — a client name, a date, a contract clause. When you upload the file, WordFields detects the highlighted text and converts it to fillable fields automatically.

Select text or place your cursor in the editor

1. Open your template and click the Editing status dropdown at the top to make sure you're in editing mode.
2. Either select the text you want to replace with a field, or simply place your cursor at the position where you want the field inserted.
3. In the right sidebar, click Fill-in Field under the Insert section.

When text is selected, it is replaced with the field placeholder and used as the field's default name. When only a cursor is placed, the field is inserted at that position.

Type the field directly

You can also insert a field by typing it manually anywhere in the document editor or directly in Word before you upload a document.

${FieldName}

For example, typing ${ClientName} creates a field named ClientName. This also works in documents you prepare before uploading.

Naming and renaming a field

When you click on a field in the document preview, the right sidebar shows its properties.

4. Click the Name input at the top of the sidebar.
5. Type a clear, descriptive name for the field — for example, ContractDate or ClientAddress.

Choosing a field type

The field type controls what kind of input the user sees when filling out the form. With your field selected, find the Data type dropdown in the right sidebar and choose the type that best fits the data.

• Text — a single line of text. Use this for names, addresses, reference numbers, or any short input.
• Paragraph — a multi-line text area. Best for notes, descriptions, or any content that might run longer than one line.
• Number — accepts whole numbers only, no decimals. Use for quantities or counts.
• Decimal — accepts numbers with decimal places. Use for prices, percentages, or measurements.
• Date — shows a date picker. Use for contract dates, deadlines, or any calendar value.
• Yes/No — a simple toggle or checkbox. Use for binary choices like approval status or whether a clause applies.
• Choose from list — links the field to a predefined workspace data list, like Customers or Products. Advanced
• Group multiple fields — combines several fields into a repeatable group, typically used alongside formulas for things like invoice line items. Advanced

How a field appears in the document

The How it appears setting controls how the field value is formatted when it's inserted into the document. With your field selected in the sidebar, choose one of the following:

• Normal — inserts the value exactly as the user typed it.
• UPPERCASE — converts the value to all capitals, for example ACME CORPORATION.
• lowercase — converts the value to all lowercase, for example acme corporation.
• Capitalize Each Word — capitalises the first letter of each word, for example Acme Corporation.

Removing a field

6. Click on the field in the document preview to select it.
7. In the right sidebar, click Remove, or press the Delete key.

The field is deleted from the document and will no longer appear in the generated form.

Saving your changes

8. When you're done adding and configuring fields, click Save changes in the top-right corner. To undo all unsaved edits, click Discard instead.