Add fillable fields to your DOCX documents by moving them from the Fields panel in the online editor.
1. The Fields panel (with the list of fillable fields) will open automatically when editing a DOCX document.
There will be two sections with fillable fields:
Standard fields (general field types)
Template fields (specific field types)
Note: When users start filling your documents, the data entered in the template fields will be validated according to the specific field type. For example, when filling the US phone number field, users won’t be able to enter their phone number in any other formats.
Select the icon of the fillable field you’d like to add by clicking it. Then move the field onto the DOCX document. The fillable field will be placed in a DOCX document where your cursor is located.
To copy & paste an existing fillable field within the DOCX document, use combinations of the keystrokes CTRL+C and CTRL+V on your keyboard.
2. Customize your fillable field's settings:
Enter some text to help your clients complete the fields correctly.
Specify if your fillable field is required to be filled in.
Enter a name for your fillable fields (it will be used by bots).
Set the font properties of your fillable fields (font type, size, text alignment etc.).
For more settings, select Advanced.
Fillable fields are placed in a DOCX document with the Inline wrapping style by default. Selecting a wrapping style other than Inline allows you to move the field around by dragging, or resizing it using the dots around the edges.
To change your fillable field's wrapping style, right click it and select Wrapping style from the menu. Next, select a wrapping style from the list.
When finished, click Complete.
3. Once a PDF has been generated out of a DOCX document, the fillable fields added to your document will show up as follows and will be ready for filling by your clients and colleagues.
