How to insert Custom Fields & create Document Fields in Magic Docs

Custom fields and document fields can be very useful in your magic docs, read more about how they work below!

To insert an existing custom field into your magic document, you can follow these steps:

1. Add your magic document.
2. In the Prepare tab, scroll to the line or area you would like to add your field.
3. On the left-hand side of your screen, search for the title of your existing custom field, then click on it to insert. That's all!

Note: You can refer to this link if you need help setting up a company-wide custom field.

If you need to add a document-specific field for a Magic Doc in GoCo, follow these steps:

1. Add your magic document.
2. In the Prepare tab, select where you want your document specific field to go.
3. On the left, scroll down to the '+' sign and select which document-specific field you need.

3. The option to customize will populate to the right of your screen and you will click the gear button to fill out the following fields:

• Field Name (Required)
• Description (Optional)
• Field Type* (Required)
• Completed By (Required)
• Choose to make this Required or Optional

4. Once you complete the fields to create your custom field, click Save and ta-da!

*For Field Type you can choose either a Text Field, Dropdown, or Date Field if you upload a Word document. If you upload a PDF document you can choose Text Field, Dropdown, Multiple Choice, Date Field, or Checkbox.

Wondering the difference between those fields?

• Text Field - gives space for the person who completes the field to type in the value
• Dropdown - creates a list of answers from which one can be selected
• Multiple Choice - creates a list in which one (radio list) or more (checkbox list) can be selected
• Checkbox - allows for the completer to mark the field as checked or unchecked
• Date Field - allows for the admin or the employee to select a date from a calendar (hint: after clicking on the field you can adjust the format of the dates on the right side menu)

Note this key difference:

Document custom fields that you create within a document are not saved in the company profile or employee profile. These fields are not reportable.

vs. 

Company custom fields are created on the company level and inserted into a document. These are saved in the company profile and employee profile. Additionally, these fields are reportable.

If you intend to report on a specific custom field, it is best to add it at the company level and insert it into your magic documents. Check out this article to learn more: How Do I Create a Custom Field

Please email help@goco.io with any other questions!