Add Reusable Standard Fields (Name & Job Title) for Quick Insertion Across Documents
Feature Request:
Add the ability to save and reuse individual standard fields (such as Name and Job Title) as standalone items that can be quickly inserted into any document, especially when working with different uploaded PDFs.
Problem It Solves:
Currently, when users work with different PDFs each time, they must manually recreate common fields like “Name” and “Job Title” for every new document. There’s no way to save these standard fields as reusable items outside of templates or content library blocks.
How It Should Work:
Users should be able to save individual fields (e.g., “Name” text field, “Job Title” text field) to a library or quick-access panel. These saved fields could then be dragged and dropped onto any document or uploaded PDF with their labels and settings already configured, eliminating the need to manually name and configure them each time.
Use Case Scenario:
This feature would be especially useful for users who upload different PDFs regularly (contracts, agreements, forms) and need to add the same standard fillable fields to each one. Instead of manually placing and naming “Name” and “Job Title” fields repeatedly, they could insert pre-configured versions in seconds.
Current Workaround:
Users currently must either manually add fields each time or create content library items with text blocks containing these fields, which still requires positioning and isn’t as efficient as having standalone reusable fields.
Mark Talach
shared this idea