How to use smart fields
Auto-fill your document with personalized information in seconds.
Profile: These smart fields auto-populate using your information. For example, your name, phone, email, etc.
Types of smart fields
Team: Team smart fields refer to the entire company. This could be the company's name, headquarter address, main phone, etc. Only account admins can edit team smart fields.
Custom: When you want to add a custom field for your documents, you can add them by clicking Add Custom Smart Field at the bottom.
Property Listings: If you are not in real estate, this smart field may not be displayed on your account. Property listings include smart fields such as street address, agent name, property price, number of bedrooms, and more.
Log in to Lucidpress and go to the template tab. Find the desired template and double-click.
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For profile, team, and custom smart fields: If you have not entered your profile info before, a red warning box will show at the top of your document. Click the link to edit your smart fields.
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For profile, team, and custom smart fields: A window will display the smart fields you need to add text to.
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For property listing smart fields: Click on the house icon on the left content pane. Search for your listing and select it. Click, Apply to Document.
Your document can now auto-populate in seconds!