What is the Masked 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 “Masked” Field and how it can be used in documents and templates.

What is a Masked field?:  Masked — With the Masked field, this can be added to your document, if you need to block recipients information from being displayed to other recipients. A good example of this, lets say you are sending this to two or more recipients. One of the recipients have confidential information (such as credit card information) and you don’t want to show this for all recipients. Please note that the document author and the recipient completing this field will be able to see the masked content. Once the document is completed, only the author of the document will be able to see content in the masked field.

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

Step 2: Masked field options  Includes a “Title” option and a “required” option.  Add your recipient and click “Apply”.

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


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