Fields are crucial in the document creation process.
They provide the spaces in documents where individualised information is stored. It is a good idea to create a database of fields crucial to for your business, in order to simplify template creation.
To create a new field:
- Navigate to the Library (link to Library guide).
- Click the 'Fields' tab, then 'Create New'
![](https://cdn.prod.website-files.com/604e9287ffc3245a4988bf64/606055477e766a0e78268845_6038bf0a387880348acce07c_Screen_Shot_2021-01-20_at_11.06.07_am.png)
3. Use this pop-up to title and describe your new field.You will be required to select a field 'type' that indicates what kind of data will be contained in the field. For example, for the field 'Client Name', you would select 'short text' to describe the field.
![](https://cdn.prod.website-files.com/604e9287ffc3245a4988bf64/606055478c5edc08ac92411f_6038bf0a3878801a57cce07d_Screen_Shot_2021-02-02_at_11.42.31_am.png)
Some field options require more information to complete the creation of the field.
![](https://cdn.prod.website-files.com/604e9287ffc3245a4988bf64/60605547102fdb1eea1f6e8a_6038bf0a387880bea9cce07e_Screen_Shot_2021-02-10_at_12.43.17_am.png)
For example, when creating a Dropdown menu field, you must specify which options will be available to select from when you are using the field in a document.
The same is true of multiple choice fields: you must specify the options to select from.
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