Template Editor Introduction

The template editor is where you upload your PDF templates and configure form fields. This powerful tool allows you to transform static PDFs into dynamic, data-filled documents.

If you need any help getting started, please contact us.

Template Editor Overview

Getting Started

When uploading a PDF form, DocSpring can automatically detect fields and suggest names and data types.

Automatic Field Detection Use DocSpring's field detection AI to create fields from uploaded PDF forms

Add a Field

Add a new field by clicking and dragging on the template:

You can change the type of new fields by clicking one of the options in the header:

You can also change the type of new fields by using their keyboard shortcuts.

Delete a Field

To delete a field, you can press Backspace or Delete while the field is selected.

You can also hover over the field in the sidebar, and click the Trash icon:

Next Steps

Once you’re comfortable with the basics, explore these topics:

Field Names Learn about JSON Pointer syntax and special field names

Field Data Types Understand the different types of data you can use

Field Display Types Control how fields appear on the PDF

Embedded Template Editor Embed the template editor in your own application