Text Field #
The Text Field is the most basic but also one of the most flexible fields in a Smart Document. It is intended for short, free-form input such as a person’s name, a company name, or simple details. In its configuration, you can also apply validation formats. The three available options are: No format, which accepts any text; Email, which validates that the entry follows the correct email structure; and RUT, which validates the Chilean national ID including its check digit. These validations help ensure data accuracy and reduce user errors. Additionally, the text field can be marked as required, meaning the form cannot be completed without it, or set as conditionally visible so it only appears when another rule is satisfied.
Paragraph Field #
The Paragraph Field is designed for longer input. While the text field is for short data, the paragraph field is useful for extended explanations, observations, or legal clauses that require more space. It provides a larger area where the user can write complete sentences or paragraphs. This type of field is especially important in contracts or agreements where additional details must be included. Like other fields, it can be set as required or conditional, ensuring that lengthy responses are only requested when necessary.
Conditional Word #
The Conditional Word field allows you to insert a word or short phrase that appears only when a specific condition is met. This adds dynamic logic to the document without requiring manual edits. In the configuration, you select the field to evaluate, choose an operator such as equals, not equal, greater than, or contains, and define the value that activates the word. For example, the system could display “Approved” if a Yes/No field equals Yes, or insert “Mr.” or “Ms.” depending on the value of a gender field. This option is simple yet powerful for adapting the tone and content of documents.
Conditional Paragraph #
The Conditional Paragraph works in the same way as the conditional word but with extended text. It allows you to display entire paragraphs only if a certain condition is satisfied. To configure it, you choose the field to evaluate, define the operator and value, and then write the paragraph that will appear when the rule is met. This feature is particularly useful in contracts where specific clauses must be included only under certain circumstances, such as an extra payment clause shown only if the payment method selected is “Installments.” This makes documents adaptive and eliminates the need to create multiple versions of the same template.
Multiple Conditional Paragraph #
The Multiple Conditional Paragraph provides even greater flexibility by allowing several conditions within one field. Instead of creating multiple separate conditional paragraphs, you can define different rules, each linked to its own paragraph. During configuration, you add as many conditions as needed, each evaluating a different field and value. Depending on the result, the system displays the corresponding paragraph. This option is highly effective for complex contracts or policies that must adapt to many scenarios. For example, one paragraph could apply to individual clients, another to companies, and another to government entities, all within the same template.
