What is the Date field and how can I use it?

Focus:  The focus of this self-help article is to provide steps and information to about the PandaDoc “Date” field and how it can be used in documents and templates.

Please note:  Fields can be used for documents and templates. In this help article we will be using them for a document. Fields can also be resized to provide a larger or smaller field.

Using PandaDoc Editor and “fields”: If you are planning on using fields for the templates and documents you create via the PandaDoc Editor. Fields must be added into “Content Blocks”. Please view this link for more details.

What is a Date field?: With the Date field, this can be added to your document so that your recipient can fill out the field for the date. This field can also be enabled to “required” and also includes Date formatting options. A good example of using this, is if you recipient needs to fill out a date field for confirmation of work or when they signed the document.

Step 1: Uploading a document and selecting a Date field. Upload a document, select “Fields” on the right. Select and hold down your mouse on the Date Field and place it on the document

Step 2: Date field options  This field includes a “Title” option. Includes a “required” option and an option for “Date Format”.  Add your recipient and click “Apply”.

Step 3: Removing Date field. If you ever need to remove this field, use the red “remove” link found in options.

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