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Fillable Forms - Tips and Best Practices
Fillable Forms - Tips and Best Practices
Exempt Edge avatar
Written by Exempt Edge
Updated over a week ago

  1. You can stack field codes - You can put multiple field codes in one field that will auto-fill the info regardless of whether it's being used for corporate or personal use (ie. SIN and BIN).

  2. Auto-sizing and consistency with font size - If you need to fit more information into a smaller text field box you can auto-size certain text fields. However, in order to maintain consistency of font size throughout the document, you won't want to auto-size every text field.

  3. Alignment if the text field - You can choose to center your text in the middle of the text box to make for a cleaner looking document.

  4. Joint Investors - If you're adding a joint investor to to the document make sure you are including the additional field codes with the primary investor.

  5. Adding Text fields without a fillable field code will create a text box allowing users to type un-populated fields while previewing the form

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