Field Types and Configuration
1. Text and writing fields
Last Updated: Octubre 28, 2026Text Field Configuration The Text Field is designed for short, free-form input such as names, email addresses, or identification numbers. It includes three validation formats: No format Accepts any kind of text, including letters, numbers, and special characters. Useful for general information where no restrictions are required. Example: Valid input: John Doe Valid input: Office 456 – New York Email Ensures the input follows a valid email structure (user@domain.com). If the input does not include the “@” symbol or a domain, the field will reject it. Example: Valid input: user@example.com Invalid input: userexample.com RUT (Chile) Validates the Chilean National ID, including its check digit. If the number or check digit is incorrect, the system prevents submission. Example: Valid input: 12.345.678-9 Invalid input: 12345678-0 The field also allows adjusting position in form using yellow bars. These bars define how much horizontal space the field takes: Example: First Name (50%) + Last Name (50%) → appear side by side. Example: Address (100%) → occupies the entire row. Two additional options are available: This field is required: The form cannot be submitted if this field is empty. Example: If “Email” is required, leaving it blank will display an error such as “This field is required.” Conditional visible: The field only appears if a rule is met. Example: A “Passport number” field appears only if the user selects “Foreign” as nationality. Paragraph Field The Paragraph Field is designed for longer text input. Unlike the Text Field, which is used for short data such as names or identification numbers, the Paragraph Field allows users to write full sentences or multiple paragraphs. It is especially useful when forms need detailed explanations, observations, or legal clauses. This field is commonly used in contracts, agreements, or support forms, where participants must provide additional details. Example Uses In a contract template, the paragraph field may capture a full clause such as:“The tenant agrees to maintain the property in good condition and comply with all local regulations.” In a support request form, it could be used for detailed issue descriptions:“Please describe the problem you are experiencing, including error messages, steps to reproduce, and expected results.” Position in Form The yellow bars define the width of the field in a row. Example: If set to 100%, the field occupies the entire row, which is the most common setting for long text. This Field is Required When enabled, the form cannot be submitted unless the paragraph is completed. Example: A field named “Describe the incident” is required in an insurance claim form. Conditional Visible The field can be configured to appear only under certain conditions. Example: A field “Additional comments” may only appear if the user selects “Other” as the reason for the request. Conditional Word The Conditional Word field allows you to insert a word or short phrase that only appears when a specific condition is met. This makes the document dynamic without requiring manual edits. Configuration Steps Select the field to evaluate: You can choose from existing fields in the form, such as Name, RUT, Age, Email. Define conditions: Each condition is made up of: Operator: equals (=eq), not equal (!=neq), greater than (>gt), greater or equal (>=gte), less than (<lt), less or equal (<=lte), contains. Value: The expected input that triggers the condition. Insert the word or phrase: Write the word or short text that will appear when the condition is satisfied. Examples Approval field: Condition: If “Approval” = Yes → Show “Approved”. Condition: If “Approval” = No → Show “Rejected”. Gender field: Condition: If “Gender” = Male → Show “Mr.” Condition: If “Gender” = Female → Show “Ms.” Age field: Condition: If “Age” > 18 → Show “Adult” Condition: If “Age” < 18 → Show “Minor” Additional Options Is hidden field: Allows you to hide the field in the final form but still apply logic behind the scenes. Multiple conditions: You can add more than one condition to evaluate different cases. Conditional Paragraph The Conditional Paragraph field works in the same way as the Conditional Word but is used for longer text blocks. Instead of inserting just one word or phrase, it allows you to display entire paragraphs only when a specific condition is satisfied. How It Works Select the field to evaluate: Choose from existing form fields, such as Payment Method, Age, Nationality, Approval. Set a condition: Define the operator (equals, not equal, greater than, contains, etc.) and the value that will trigger the condition. Write the paragraph: Enter the full text that should appear when the condition is true. Examples Payment clause: Field: Payment Method Condition: If Payment Method = “Installments” Paragraph displayed:“An additional 2% interest will be applied to each installment payment.” Legal clause for foreign clients: Field: Nationality Condition: If Nationality = “Foreign” Paragraph displayed:“Foreign clients must provide a copy of their passport and residency permit before signing the contract.” Age restriction: Field: Age Condition: If Age < 18 Paragraph displayed:“The participant must be accompanied by a legal guardian for all activities.” This field is especially powerful in contracts and agreements because it eliminates the need to create multiple versions of the same document. Instead, the document adapts to the user’s answers. Multiple Conditional Paragraph The Multiple Conditional Paragraph field provides more flexibility by allowing several conditions in the same field, each connected to its own paragraph. Instead of creating multiple conditional paragraph fields, you can define different rules in a single place. How It Works Select the field to evaluate: Choose from form fields such as Client Type, Age, Payment Method, Nationality. Add multiple conditions: Each condition includes a field, an operator (equals, not equal, greater than, less than, contains, etc.), and a value. Write the paragraph for each condition: When the rule is satisfied, the system will display the corresponding paragraph. Examples Client type in contracts: If Client Type = Individual → Paragraph: “This agreement applies to natural persons only.” If Client Type = Company → Paragraph: “This agreement applies to legal entities duly registered in Chile.” If Client Type =...
2. Selection fields and lists
Last Updated: Octubre 28, 2026Answer Selection The Answer Selection field is designed to create a list of predefined answers that can be marked as Correct or Wrong. It is commonly used in evaluation forms, quizzes, and training documents where the system needs to validate user responses. How It Works Add answers: You can define multiple possible answers. Assign values: Each answer is marked as either “Correct” or “Wrong.” Validation: The system will check the user’s choice and compare it against the predefined value. Examples Quiz Question: “What is the capital of France?” Answer 1: Paris → Correct Answer 2: Rome → Wrong Answer 3: Madrid → Wrong Training Document: “Which of the following is a valid email format?” Answer 1: user@example.com → Correct Answer 2: userexample.com → Wrong Answer 3: user@.com → Wrong When combined with conditional fields, Answer Selection can be used to provide feedback, such as showing an explanation paragraph if the user chooses the wrong answer. List Field The List Field provides users with a predefined set of options to choose from. This helps ensure consistency in responses and reduces errors by limiting free text entries. How It Works Adding items: Options can be entered manually, one by one, or imported from a CSV file if the list is large (for example, a complete list of countries). Single or multiple selection: By default, users can select only one option. If Is multiple selection is enabled, the user can choose more than one item from the list. Form layout: The Position in form setting (yellow bars) defines how much horizontal space the list occupies on the page. Additional options: This field is required: The user must select at least one item. Conditional visible: The list will only appear if another rule or condition is met. Examples Country selection (single choice): Options: Chile, Argentina, Brazil, Peru User must pick one country. Department selection (multiple choice): Options: HR, Sales, IT, Finance User may select more than one, e.g., Sales + IT. Conditional example: A list of “Payment methods” (Transfer, Credit Card, Installments) only appears if the user answered “Yes” to “Do you want to proceed with payment?” Yes / No Field The Yes / No Field provides a simple binary choice that allows the user to select between two alternatives. It is commonly used for confirmations, consents, or conditions where only two possible answers exist. How It Works By default, the user can only choose either Yes or No. It is often combined with conditional logic to control the visibility of other fields. Examples Consent: Question: “Do you accept the terms and conditions?” If Yes → The form proceeds. If No → The process stops or an alert is shown. Optional information: Question: “Do you want to provide additional details?” If Yes → A Paragraph Field appears for input. If No → Nothing else is displayed. Document workflow: Question: “Does this contract require a witness signature?” If Yes → The form shows a field for “Witness Name and Signature.” If No → The workflow skips that step. This field, while simple, is highly effective for guiding users through a decision-making process in forms and documents.
3. Numeric and date fields
Last Updated: Octubre 28, 2026Number Field The Number Field captures numeric values (amounts, ages, quantities). The lower controls configure how the value is shown and used. A) Formats (chips) No formatShows the number as typed (no thousand separators are added automatically).Example: input 10000.5 → display 10000.5. 10,000.00US style: comma for thousands, dot for decimals; always two decimals.Example: input 10000 → display 10,000.00. 10.000,00EU/LatAm style: dot for thousands, comma for decimals; always two decimals.Example: input 10000 → display 10.000,00. number in wordsConverts the number to words in lowercase.Example (EN): 1250 → one thousand two hundred fifty.Example (ES): 1250 → mil doscientos cincuenta. Number in wordsSame as above but starting with capital letter.Example (EN): 1250 → One thousand two hundred fifty.Example (ES): 1250 → Mil doscientos cincuenta. Tip: The format you pick affects only the display. Calculations use the underlying numeric value. B) Formula (textarea) Lets you compute values using other numeric fields in the form. Fields are referenced by their order as {{1}}, {{2}}, etc.Supported basic operators: + - * / and parentheses. Sum: {{1}} + {{2}} → Total amount. Tax/VAT: {{1}} * 0.19 → 19% of amount. Discount: {{1}} - ({{1}} * {{2}} / 100) → amount minus % discount. Installments: ({{1}} + {{1}}*0.02) / {{2}} → amount with 2% fee divided by N installments. Make sure referenced fields are numeric and filled; the result will be displayed using the selected format. C) Position in form (yellow bars) Controls how much horizontal space this field occupies in its row. Narrow bars = smaller width (to place multiple fields side-by-side). Full bar = 100% width (typical for important numbers).Examples: 50% width for Amount and 50% for Currency on the same row. 100% width for Total so it stands alone. D) This field is required (checkbox) If enabled, the form cannot be submitted until this number is provided.Example: require Amount in a payment request. E) Conditional visible (checkbox) Shows the field only when a rule is met.Example: show Installments number only if Payment Method = Installments. Date Field The Date Field allows users to select and display a specific date. It is especially useful in contracts, forms, and records where exact dates are required. A) Formats You can choose how the date is displayed, adapting it to local or organizational standards: No format: Shows the raw date as entered. Example: 1990-12-31. 1990-12-31 (YYYY-MM-DD): ISO standard, commonly used in technical and international contexts. 12/31/1990 (MM/DD/YYYY): US format. 31/12/1990 (DD/MM/YYYY): European and Latin American format. 31 of December, 1990: Full-text format, useful for legal or formal documents. B) Position in Form Yellow bars define the field’s width in a row. Example: A Start Date and an End Date can share the row with 50% width each. Example: A Date of Birth field may use 100% width for clarity. C) This Field is Required When enabled, the user must provide a valid date before submitting the form. Example: In a job application, the Date of Birth must be completed. D) Conditional Visible The field only appears if another condition is satisfied. Example: A Date of Delivery field only appears if the user selected “Home Delivery” as the shipping method. Current Date Field The Current Date Field automatically inserts the system date and time at the moment when the document is completed or signed. Unlike the Date Field, users cannot edit this value, making it useful for official records, time stamps, or compliance requirements. A) Formats Available No format: Raw system format (default). 1990-12-31 (YYYY-MM-DD): ISO format. 12/31/1990 (MM/DD/YYYY): US format. 31/12/1990 (DD/MM/YYYY): European/Latin American format. 31 of December, 1990: Full-text format, often used in legal contracts. 1990-12-31 13:35: ISO format with time (hours and minutes). 12/31/1990 13:35: US format with time. 31/12/1990 13:35: European/Latin American format with time. B) Use Cases Document creation stamp: Insert the date and time when the form is generated. Signature log: Record the exact time a user signs a document. Audit and compliance: Ensure legal validity by storing the timestamp automatically. C) Advantages Eliminates human error (no manual entry needed). Ensures accuracy and consistency across all documents. ID Number Field The ID Number Field generates a unique identifier for each document or form entry. Unlike other fields, it does not require user input, since the number is automatically assigned by the system. Key Features Automatic generation: Every time a new document or form is created, a new ID number is generated. Uniqueness: Ensures that each record can be individually referenced. Traceability: Useful in audits, compliance, and document management systems where it is critical to track each item. Examples of Use Legal documents: A contract automatically receives an ID such as DOC-2025-0001, ensuring it can always be referenced. Internal forms: Each support request is logged with a unique ID like TICKET-4579. Compliance: Regulations may require every document to have a unique identifier to avoid duplication or manipulation. Folio Field The Folio Field is similar to the ID Number Field but is designed for incremental numbering. Instead of generating a random or unique identifier, it produces a sequential number that increases with each new document. A) Incremental Number Start At This setting defines the starting point of the numbering sequence. Example: If you set it to 1000, the first document will be assigned 1000, the next 1001, then 1002, and so on. Useful for invoices, receipts, tickets, or certificates that require consecutive numbering. B) Position in Form The yellow bars determine how much space the field occupies in a row. Example: A folio number could take 30% width, leaving space for another field beside it. Example: In invoices, the folio number often takes 100% width and is placed prominently at the top. C) This Field is Required If enabled, every document must generate a folio. This ensures that no document is created without a sequential number. D) Conditional Visible Allows the field to appear only when a condition is met. Example: A folio number may only be generated if the document type = “Invoice.” Example in Use Invoices: Start at 1000 → first invoice: Nº...
4. Multimedia and files
Last Updated: Octubre 28, 2026Take a Photo The Take a Photo Field allows the user to capture or upload a photo directly when filling out the form. It is typically used with a device’s camera (mobile or computer), or by uploading an existing image file. Configuration Options Width / Height (cm): You can specify how the photo will appear in the final document by setting its dimensions. If left empty, the photo is inserted at its original size. If values are set, the image will be resized accordingly. Use Cases Identity Verification: Capture a photo of a user or their ID card as part of the signing process. Inspections: Document the state of an asset (e.g., equipment, property, or vehicle) at the time of evaluation. Proof of Delivery: Take a photo when delivering goods to confirm their condition upon receipt. Example Field: Take a photo of your ID card. User opens the form on a smartphone → camera opens → picture is taken → inserted in the final PDF contract. Field: Upload or capture a photo of the delivered package. Width set to 8 cm, Height set to 6 cm → image is resized automatically in the document. Conditional Image The Conditional Image Field allows an image to be displayed only when a specific condition is met. This is similar to conditional words or paragraphs, but instead of text, an image is shown dynamically. How It Works Select the field to evaluate: Choose a form field such as Branch, Country, Payment Method, Gender. Define conditions: Use operators (=eq, !=neq, >gt, <lt, contains, etc.) and assign the value that triggers the image. Attach the image: Link the condition to the image you want to display. Form layout: Use the yellow bars in Position in form to define the image size in the document layout. Examples Branch logo: Field: Branch Condition: If Branch = “New York” → Show New York logo. If Branch = “London” → Show London logo. Payment method: Field: Payment Method Condition: If Payment Method = “Credit Card” → Show a credit card icon. If Payment Method = “Bank Transfer” → Show a bank icon. Gender-based title: Field: Gender Condition: If Gender = “Male” → Show “Mr.” image/icon. If Gender = “Female” → Show “Ms.” image/icon. Options This field is required: Forces at least one condition to be satisfied; otherwise, the form won’t be valid. Conditional visible: The image placeholder itself appears only if another rule is met. Image The Image Field is the simplest way to insert a fixed image into a document. Unlike the Conditional Image field, this option always displays the same image, regardless of user input. Configuration Select image: Upload or choose the image file you want to insert. The image will automatically appear in every generated document where this field is included. Typical Uses Company logo: Place your corporate branding consistently across all documents. Watermark: Add a background image or a transparency that identifies the document as official. Standard graphics: Include seals, icons, or banners that must appear in all versions of the document. Example Upload company_logo.png → The logo is inserted at the top of every generated contract. Upload official_stamp.jpg → A fixed stamp is included on all invoices. Attached File The Attached File Field allows users to upload external files and link them directly to the Smart Document. This ensures that all supporting documents are kept together in one workflow. Configuration Options Attach to document / Create new file Attached to document: The file is stored as part of the main document. Create new file: The uploaded file becomes an independent file in the system. Allowed formats You can restrict file types to formats such as PDF, Word, Excel, PowerPoint, Image, Audio, Video, Text, CSV, ZIP, RAR, 7z. If no format is selected, the field accepts all file types. Position in form The yellow bars define the width of the field in the form layout. Example: place the file upload field full width (100%) or share the row with another field. Additional options This field is required: The form cannot be submitted unless a file is uploaded. Conditional visible: The field only appears when a specific condition is satisfied. Examples of Use Contracts: Attach annexes such as ID scans, certificates, or additional terms. Compliance: Require users to upload a tax form (PDF) before completing the process. Technical workflows: Collect evidence like Excel data sheets, images, or inspection reports.
5. Identification and user
Last Updated: Octubre 28, 2026Position The Position Field automatically captures the geographic location of the user at the moment they interact with the form. The system usually records this data as latitude and longitude coordinates, which can later be displayed in the generated document. Key Features Automatic capture: No manual input is needed; the location is taken from the device or browser. Traceability: Ensures that the document keeps a record of where the action (such as a signature) was carried out. Compliance: Useful in legal workflows where it is necessary to prove the physical location of the user. Configuration Options This field is required: Forces the system to capture the position; the form cannot be submitted otherwise. Conditional visible: The field is only triggered if another condition is met. For example, it may only be required if the document type = “Contract.” Examples of Use Contracts: Store the signer’s location coordinates when a contract is signed remotely. Inspections: Capture the inspector’s exact location during an on-site check. Compliance: Record the geographic position when an employee approves or certifies a process. User Name The User Name Field automatically inserts the name of the authenticated user who is filling out or signing the document. Unlike a text field, this value is pulled directly from the system, ensuring that it is accurate and not manually altered. Key Features Automatic capture: The system retrieves the authenticated user’s name. Accuracy: Prevents typing errors or intentional modifications. Traceability: Ensures that each document shows the correct participant. Configuration Options This field is required: Ensures the user’s name must be included before completing the document. Conditional visible: The name field only appears if certain conditions are met (e.g., when a role = “Signer”). Examples of Use Signature sections: Display the signer’s full name under their signature line. Headers or footers: Show who generated the document. Workflows: Identify which authenticated user filled out a section of the form.
6. Organizational and reference
Last Updated: Octubre 28, 2026Title The Title Field is used to insert a static heading or label into the document. It does not collect user data, but instead improves the structure and readability of the form. Titles are particularly useful in long or complex templates where sections need to be clearly separated. Key Features Static content: Always displays the same text (e.g., “Personal Information”). Visual structure: Helps divide the document into sections for clarity. Readability: Guides users through the form without requiring manual formatting. Examples of Use Form sections: “Personal Information” “Contact Details” “Work Experience” Contracts: “Contract Terms” “Responsibilities” “Confidentiality Clause” Reports: “Observations” “Conclusions” Link The Link Field allows you to embed one or more hyperlinks into the document. Each link consists of two parts: Name: The text displayed in the document (e.g., “Privacy Policy”). Link: The actual URL or destination address. Key Features Multiple links: You can add more than one link item. Flexibility: Links can point to external websites, internal resources, or specific references. Integration: Useful for connecting legal texts, company policies, or supporting documentation. Examples of Use Contracts: Insert a link to a law reference, e.g., “Data Protection Law” → https://example.com/data-law. Policies: Provide access to company policies, e.g., “Privacy Policy” → https://company.com/privacy. Resources: Link to tutorials, support pages, or additional annexes stored online. Document Compliance The Document Compliance Field is used to ensure that all required supporting documents are attached or verified before the main document is considered complete. It is especially valuable in legal, HR, and compliance-driven workflows. Configuration Options Groups You can create groups (e.g., “Employee Onboarding,” “Vendor Registration”) to organize requirements. Document Types Inside each group, define the specific types of documents that must be attached. Example: ID card, proof of address, signed policy acknowledgment. Position in Form The yellow bars define how much space this field occupies within the document layout. Additional Options This field is required: Ensures that the compliance check must always be completed. Conditional visible: Only activates if a certain condition is met (e.g., show compliance group only for “New Employee” process). Examples of Use Employee onboarding: Require ID card, proof of address, and signed confidentiality policy. Vendor registration: Require business license, tax certificate, and banking information. Legal compliance: Ensure contracts include mandatory annexes, such as risk disclosures or insurance certificates. Answer Summary (%) The Answer Summary (%) Field automatically calculates a percentage score based on selected answer fields. It evaluates the number of correct vs. incorrect responses and generates a summary directly inside the document. Key Features Automatic calculation: No need for manual formulas; the system computes the percentage. Linked to answers: You define which Answer Selection fields will be included. Flexible display: Can be shown as part of evaluations, audits, or training modules. Configuration Options Answers: Select the fields to be evaluated (e.g., Question 1, Question 2, Question 3). Position in form: Use the yellow bars to adjust how much width the summary occupies in the layout. Additional options: This field is required: Ensures the summary must always be generated. Conditional visible: The field only appears if certain rules are met (e.g., only for training forms). Examples of Use Training exam: 8 correct out of 10 → Summary = 80%. Compliance audit: 12 checks passed out of 15 → Summary = 80%. Employee onboarding: Evaluate answers from a short policy quiz and record the compliance percentage.