How to use custom fields in Papermark

Custom Fields

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:

Navigate to your document or data room
Open link settings/share settings
Click "Custom Field"
Configure the field settings:
- Select field type
- Add field label
- Set placeholder text (optional)
- Toggle required status

Custom Field Settings

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

Viewing responses

Track custom field responses through:

Document analytics
Individual viewer data
Export capabilities
Response summaries

Analytics and Insights

Custom Fields Analytics

Custom fields data can be analyzed in detail through our analytics dashboard:

Response Rate: Track completion rates for each custom field
Field Performance: Analyze which fields are most frequently filled
Data Visualization: View response patterns through charts and graphs
Export Options: Download custom field data in CSV format
Real-time Updates: Monitor responses as they come in
Filter and Search: Find specific responses quickly
Custom Reports: Generate reports based on field responses

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.