Smart Document fields are the building blocks that allow documents to be interactive, dynamic, and tailored to different workflows. Instead of static text, fields make it possible to collect information, validate data, adapt content, and attach evidence directly inside the document.
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Data Entry
These fields allow users to provide information such as names, emails, IDs, numbers, dates, or extended text. They can include validation rules (e.g., email structure, RUT check, numeric formats) to ensure accuracy. -
Dynamic Content
Conditional fields (words, paragraphs, images) adapt the document automatically based on user input. This removes the need for multiple versions of a template, as one document can cover many scenarios through logic and conditions. -
Selections and Evaluations
Lists, Yes/No choices, and answer-related fields provide structured ways to capture decisions, preferences, or quiz-style responses. Some fields even calculate percentages or mark answers as correct or wrong, making them useful for assessments. -
Identification and Tracking
Certain fields automatically capture unique identifiers, folio numbers, usernames, or even the geographic position of a user. These elements improve traceability and strengthen compliance in legal or regulated processes. -
Media and Attachments
Photos, images, and attached files add visual or documentary evidence to the process. They allow users to include supporting documents, images, or proofs directly in the workflow. -
Organization and References
Titles, links, compliance checks, and summaries improve structure, provide references to external sources, and ensure required documentation is attached. They turn forms into structured, reliable, and user-friendly documents.
For more detailed explanations, you can review each field within the corresponding categories of this guide.
