How to use custom fields in Papermark

Custom fields in Papermark allow you to collect additional information from your document viewers. This guide explains how to create and manage custom fields effectively.

Available field types

Papermark supports several types of custom fields:

• Short Text: For brief responses (names, titles, etc.)
• Long Text: For detailed responses or comments
• Number: For numerical inputs
• URL: For website or link inputs

Creating custom fields

To add custom fields to your document:

1. Navigate to document settings
2. Click "Add Custom Field"
3. Configure the field settings:
   • Select field type
   • Add field label
   • Set placeholder text (optional)
   • Toggle required status

Field configuration options

Label

• Identifies your field
• Appears to viewers
• Automatically generates a system identifier
• Example: "Company Name"

Placeholder text

• Provides guidance to viewers
• Shows example inputs
• Helps clarify expected format
• Example: "Enter your company name"

Required fields

You can make fields mandatory by:

• Toggling the "Required Field" switch
• Viewers must complete required fields
• Prevents form submission without data

Managing custom fields

Organizing fields

• Drag and drop to reorder
• Move fields up or down
• Delete unnecessary fields
• Edit existing fields

Field validation

Different field types have built-in validation:

• Short Text: Basic text validation
• Long Text: Multi-line text support
• Number: Numerical validation
• URL: Link format verification

Best practices

1. Field labels

   • Use clear, descriptive labels
   • Keep labels concise
   • Avoid technical jargon

2. Placeholder text

   • Provide helpful examples
   • Keep instructions clear
   • Show expected format

3. Required fields

   • Use sparingly
   • Mark clearly as required
   • Consider user experience

Security considerations

Custom fields maintain security by:

• Sanitizing inputs
• Validating data types
• Protecting against injection
• Encrypting stored data

Viewing responses

Track custom field responses through:

• Document analytics
• Individual viewer data
• Export capabilities
• Response summaries

Conclusion

Custom fields enhance document interaction by collecting specific information from viewers. Use them strategically to gather necessary data while maintaining a smooth user experience.

Create custom fields