With Lucidpress, you can protect your brand and make it easy for non-designers to make their own content.
Smart fields make your documents dynamic by auto-filling information on your behalf. When a user creates their own document from a template, Lucidpress will match the smart fields to the document owner's profile information.
Examples of using smart fields:
- Quickly add your company name, logo, and slogan
- Create personalized documents with the user's contact info and picture
Types of smart fields available for pro:
Below is the list of standard profile smart fields. If you need a different smart field, add a new custom smart field.
- First Name
- Last Name
- Full Name
- Cell Phone
- Work Phone
- Profile Image
- The document's creator name
- Document name
- Date and time
- Last modified by
- Page number
- Page count
To add a system smart field, open your document and click "Insert", then select one of the options mentioned above.
Formatting smart fields to your document
To replace pre-formatted text with a smart field:
1.) Highlight the information you would like to replace, click "Insert" in the menu bar, then select "Smart Fields".
2.) Right-click on a highlighted word and select "Smart Fields" from the menu.
To insert a new smart field with default formatting:
3.) Click the text icon in the content pane. Under the "Smart Fields" tab, click on the drop-down menu to select the type of smart field. Simply drag and drop the desired smart field into your document.
Note: If you are the owner of the document, you will see your information displayed in the master template—but once users make their own copy, their information will be displayed as they are the owner of that document.
PRO TIP: When adding your smart fields, remember that the information will auto-fill, so try to account for extra characters. Expand the text boxes to give room for longer information. For example, your name might be Jon Doe. But, it's best to expand the text box for the name field, so it can fit Samantha Johnson's name as well.
To replace a smart field, highlight the existing smart field, then click "Insert" near the top of the editor. Hover over "Smart Fields" and select the new smart field.
To manually adjust the text, right-click on the smart field and select "Convert Smart Field(s) to Text". Now you can edit the plain text.
If you are an admin on your Lucidpress account, you can set team smart fields. Team smart fields typically include information like the company name, address, phone, slogan, etc.
Go to your Lucidpress dashboard or main documents page. On the left, select the Brand Assets tab.
Under the "Smart Fields" section, you can add your own fields or adjust existing fields. Click "Save Changes" when you are done. Now, team smart fields will auto-populate according to these values anywhere there is a team smart field.
Edit profile and custom smart fields
To edit your profile's smart fields, select your account picture on the top-right.
Navigate to the "Smart Fields" tab on the left. You'll see the standard profile smart fields at the top and any custom fields listed at the bottom. Be sure to save changes after making edits.
Edit data automation smart fields
Since data is being pulled in to Lucidpress, if you would like to edit a data automation smart field, you will need to edit from the original source. For example, if your data is coming from a Google Sheet, then edit the Google Sheet.
Using smart fields
The fastest solution would be to make a copy of the document, which will make you the owner of the new copy.
Now that you're an expert, solidify your smart fields by converting documents to templates. Learn more here!