In this guide, we’ll cover:
How to find "Add Form Fields"
How to insert form fields into a document
What the “Draw as templated overlay instead of form field” checkbox does
How checkbox or radio list fields behave
Using Form Editing Mode to move locked fields
Finding “Add Form Fields”
“Add Form Fields” is a feature inside the Document Designer. If you haven’t already opened the designer or linked a form, check out our Document Designer support guide.
Once you're in the Document Designer:
Click on the “Add Form Fields” button in the top-left corner.
A pop-up window will appear with options for inserting fields.
How to Add Form Fields
In the Add Form Fields pop-up, you'll see a dropdown list showing all eligible fields from your linked form.
📝 Note: Fields like tables or subforms are not supported and won’t appear in the list.
Choose the field you want to add by clicking on it in the dropdown.
(Optional) Tick the box:
“Draw as templated overlay instead of form field”
(More on this below)Click “Add” to insert the field into your document.
Position and Customize Your Field
Once added, the field marker will appear in the middle of your document.
Hover over the marker to drag it into position. You’ll also see a mini-toolbar with options:
Comment: Add notes to the field
Style: Change text color, size, fill, and stroke
Delete: Remove the field
Link to URL/Page: Attach a link or page jump
Move to Another Page: Reposition across pages
Don’t forget to click “Save” in the top-right corner when you’re done.
“Draw as Templated Overlay Instead of Form Field” – What It Means
In the “Add Form Fields” pop-up, you’ll see a checkbox labeled:
Draw as templated overlay instead of form field
Here’s what each option does:
☑️ Checked (ON)
The field appears as a static visual overlay on the document (like a stamp).
It's saved as-is—perfect for preview or printed output.
You can still customize and reposition the marker before saving.
Unchecked (OFF)
The field is saved as a native PDF form field.
It remains linked to your Array form but becomes non-movable unless you enter Form Editing Mode.
This is ideal for interactive documents or official forms.
Adding Checkbox List or Radio List Fields
When you insert a Checkbox List or Radio List field:
Each individual answer will appear as its own tick box next to the corresponding label.
Both the answer text and checkbox are added to the document.
These fields behave like other form fields and can be customized or moved—until saved.
Once saved, these fields are locked and require Form Editing Mode to adjust.
Using Form Editing Mode
Some fields—like checkbox lists, radio lists, or native PDF fields—lock in place after saving. To reposition or delete them:
How to Enter Form Editing Mode:
Click “Edit” in the top toolbar.
Then click the Form Editing Mode icon (clipboard with gear).
What You Can Do in Form Editing Mode:
Select locked form fields (checkboxes, radio lists, native PDF fields)
Move them to a new position
Delete them
Move them to another page
Note: Regular (simple) form fields won’t be visible in Form Editing Mode.
Exit Form Editing Mode
When you're finished:
Click “Exit Form Editing Mode” at the top of the page
Your document will return to normal view, and locked fields will no longer be moveable
Summary
The Add Form Fields tool makes it easy to customize your documents with live form data—perfect for generating reports, contracts, or confirmation letters.
Use the toolbox to insert and position fields
Choose between visual overlays and native PDF fields
Handle checkbox/radio lists with care
Use Form Editing Mode for locked fields
Need help? Check out: