---
title: Add and manage fields to your Smart Document
description: "### Add fields to a Smart Document To add fields to a Smart Document, select the template from your drive and click the **Edit** button; this will open the document in editing mode. ![](https://legale.io/wp-content/uploads/2025/07/agregar-1024x541.jpg) --- ### Insert fields into the…"
url: "https://legale.io/docs/add-and-manage-fields-to-your-smart-document/"
updated: "2025-07-03"
category: Legale.io in details / 11. Smart document
---

# Add and manage fields to your Smart Document

### Add fields to a Smart Document

To add fields to a Smart Document, select the template from your drive and click the **Edit** button; this will open the document in editing mode.

![](https://legale.io/wp-content/uploads/2025/07/agregar-1024x541.jpg)

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### Insert fields into the document

While editing your Smart Document, click on the **Add field** button to start to insert variables.

![](https://legale.io/wp-content/uploads/2025/07/agregar-1-1024x542.jpg)

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### Configure the field properties

When adding a field, use the **Field configuration** panel to define its properties—set a name (e.g., "Name"), choose a data type (like Text, Number, Date, etc.), apply formatting (e.g., Email, RUT), and mark it as required if needed. Once configured, click **OK** to create the field.

![](https://legale.io/wp-content/uploads/2025/07/agregar-2.jpg)

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### Copy the field number

To put the field (e.g. Name`{{1}}`) elsewhere in the document, select it from the **Form fields** list and click the **Copy field number** button—this copies the field placeholder to your clipboard, allowing you to paste it multiple times within the Smart Document content for consistent user input references.

![](https://legale.io/wp-content/uploads/2025/07/agregar-3-1024x542.jpg)

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### Field number reused in content

The copied field number `{{1}}` has been successfully reused in the document body, as shown—this means the same user input (in this case, **Name**) will automatically appear in all locations where the placeholder is inserted.

![](https://legale.io/wp-content/uploads/2025/07/agregar-4-1024x540.jpg)

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### Insert additional fields with unique identifiers

You can continue enriching your Smart Document by inserting new fields like `{{2}}` (e.g., **RUT**) using the same method—select the field from the **Form fields** list and place it where needed in the content.

![](https://legale.io/wp-content/uploads/2025/07/agregar-5-1024x539.jpg)

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With the **Phone number** field (`{{3}}`) added alongside **Name** (`{{1}}`) and **RUT** (`{{2}}`), your Smart Document now dynamically collects personalized data—these placeholders will be replaced with user input during form completion.

![](https://legale.io/wp-content/uploads/2025/07/agregar-6-1024x541.jpg)

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### Edit field settings from the configuration menu

To modify the properties of an existing field (such as its label or format), select the field from the **Form fields** panel and click the **Field configuration** button—this opens the same customization interface used during field creation, allowing you to make adjustments as needed.

![](https://legale.io/wp-content/uploads/2025/07/editar-1-1024x541.jpg)

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### Reorder form fields

To organize how fields appear in the form view, select a field from the **Form fields** list and use the **Move field up** or **Move field down** buttons—this changes its vertical position in the right-hand panel, helping control the sequence in which users will complete the form.

![](https://legale.io/wp-content/uploads/2025/07/mover-1024x541.jpg)

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### Add file to the Smart Document

Apart from adding variable fields, we can require a file like the birth certificate, ID photocopy or more in the moment of the signer wants to complete the document.

### ![](https://legale.io/wp-content/uploads/2025/07/file-1024x542.jpg)

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### Delete a field from the smart document

To remove a field completely, select it from the **Form fields** list and click the **Delete field** button—this will erase the field’s configuration (e.g., `{{2}}`) from the document content. Be sure to confirm any changes before saving.

![](https://legale.io/wp-content/uploads/2025/07/eliminar-1024x541.jpg)

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### Preview the Smart Document form

To verify how your Smart Document will appear to users during completion, click the **Preview form** button—this opens a simulation of the form-filling experience, allowing you to test the field layout, input behavior, and required validations before finalizing the template.

![](https://legale.io/wp-content/uploads/2025/07/preview-1024x541.jpg)

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### Form preview view

The **Preview** window shows how end users will see and complete the form: each configured field (like **Name**, **RUT**, and **Phone number**) appears with its label, input type, and validation status. Required fields are marked with a red asterisk, giving you a clear way to validate the form structure before publishing.

![](https://legale.io/wp-content/uploads/2025/07/preview-2.jpg)

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### Save the Smart Document

Once you've inserted and configured all fields, and validated the layout with the preview, click the green **Save** button at the bottom-right corner—this finalizes your Smart Document, making it ready for use in automated workflows or for generating individual documents with dynamic input.

![](https://legale.io/wp-content/uploads/2025/07/guardar-1024x542.jpg)