How do I fill in fields before sending a template?

When sending templates, there is sometimes information that you want to insert into the document before it is sent. This might be information that is unique each time the document is sent. User defined fields will allow you to designate specific textboxes to be filled in before the document is sent. Below, you will find a step-by-step tutorial for creating user defined fields. This is just an example, so you are encouraged to get creative with your own use of user defined fields

Here are some key steps you should perform when creating user defined fields:

1. Click on a textbox to view its properties

   

2. Select the Fill before sending checkbox

   

3. Enter a label for the field

   

4. Fill in the value for the field before sending