Prompts work within Sections.
Within the document, you may want to include information from your users to complete before they send it out to a customer, or you may wish your customer to fill in some information once they receive the document. These are User and Customer Prompts, or User-Defined and Customer-Defined Prompts.
Hover your mouse over Templates in the main menu and choose Prompts/View Prompts.
Create a Prompt
To create a prompt, click the blue Create New Prompt button on the right.
Give your prompt a name and description for your purposes, and choose if it is a User prompt (User to Fill in) or Customer (Customer to fill in).
TIP: For a Customer, try to use a question for the name, as usually you are asking the customer a question that you require them to answer.
Choose the type of response (single or multiple-line text response), and tick the box if it is a private prompt - eg if it is only visible to you as the document owner, and it is not visible to the customer.
Once you have clicked the green Save button you will see a pop-up confirming your save. You cannot edit prompts after they have been saved, but you can delete and create new ones.
Insert the Prompt
To insert the prompt, go to Sections/View Sections under the Templates main menu item. Find the section that you would like the customer (or user) to fill in the information in. Click on the Options drop-down under the section, and choose Edit.
Click on the blue Edit Content button to edit the content of the section. The section editor will open.
Click on the area where you would like the information to be included. Open the right-hand editor helper screen by hovering on it, and choose My User Prompts or My Customer Prompts and choose from the drop-down. The prompt will automatically insert into the document.
Click on the green Save button to save your work and the red Close Window button to return to the Section screen.
To recap the article, please watch the below video: