Reusable fields: save details you type often

A reusable field is a text field you save once and use again on any PDF. It keeps its label and its text. So the next time a form asks for the same detail, you add the saved field instead of typing it again.

Reusable fields are part of Premium.

When they help

Use a reusable field for any detail you write on form after form, such as:

• your full name,
• your home or business address,
• your phone number or email,
• a company name, tax ID, or account number you use often.

They are best for details that stay the same. For answers that change every time, use a normal text field.

Create a reusable field

1. In the editor, add a text field.
2. Type the text you want to reuse, such as your address.
3. In the field’s card, click the star icon (it shows “Bookmark Field” when you hover).

The field is now saved. Its current text becomes the text it will have every time you use it. The star only appears on text fields, and only for Premium accounts.

Add a saved field to a form

1. In the editor, open the reusable field list, found below the signature button.

2. Pick the field you want.
3. Click the spot on the page where it should go.

The field lands there with your saved text already in it. You can still move it, resize it, or change the text for this one form. That change does not affect the saved version.

Edit or delete saved fields

1. Go to My Account and open the Fields tab.
2. You will see all your reusable fields.
3. Change a field, then click Save. To remove one, click Delete.

Reusable fields vs. data sets vs. templates

Premium has three time-savers. Here is when to use each:

• Reusable field: one saved detail that you place by hand, anywhere, on any form.
• Data set: a group of saved answers that fill many fields at once, as long as the field names match.
• Template: a saved form layout with every field already in place, for a form you fill again and again.

You can also use them together. For example, open a template, then add a reusable field for your signature date line.

Tips

• Give each field a clear label, like “Home address” or “Work phone.” It makes the list easy to scan.
• Keep them up to date. If you move, edit the saved address once on the Fields tab, and every new form uses the new one.
• Save one field per detail. A separate field for city, state, and ZIP is easier to place than one long field, since many forms split them into separate boxes.