Document Box

Definition

The function of a document box is to put concrete information on a document.
Information can be used in several document boxes on several documents. The information encapsulated in it, however, is the single, same piece of information, no matter where or how often it is used in document boxes.

Options

Document boxes come with the following configuration options:
Option
Description
Type
Select how the box will be printed on the document. The choices are:
  • INF (Text): the value of an information is printed as plain text. This option is available for all information types.
  • INF (Date): the value is printed in the chosen date format. This option is available for information type 'date'.
  • INF (Single Checkbox): only available for boolean values. It's ticked when the value is 'yes' and left empty when it's 'no'.
  • INF (Checkboxes): a checkbox will be printed next to the selected value. This format can be used with information types 'List (single answer)', 'List (multiple answers), and 'boolean (yes/no)'.
  • INF (Charboxes): each character of a text information is printed in its own box. This option works with information type 'text', especially with a low limit for the maximum allowed number of characters.
  • Calculated: the value to be displayed can be defined flexibly with a formula. This allows for combination of multiple pieces of information.
  • Text: whatever text you write into the box will be displayed as plain text on the document. It does not take any information reference. This box is useful if you would like to add e.g. a titles to a Smart Document.
  • SVG: an image can be uploaded as SVG file and added to the document. You could for example add a line or a logo to the document.
Reference
The piece of information linked to this box.
Example: if you are adding a person's first name to the document, link the box to the this information by first stating the ontology and then the information, e.g. p.first_name.
Order
The position, in which the box appears in the boxes overview. For Smart Documents, this is the order in which the pieces of information will be printed on the document.
Alignment
Only for Smart Documents. Defines the alignment of the printed information (left, center, right or justify).
When working with an uploaded PDF document, there are additional options for document fields. For more information on this topic, see How to add and configure Boxes.

Interactions

Document fields interact with these other concepts:
  • Document section: group fields around a singular theme in a section, to make the information on a document easier to navigate.
  • Document: all fields feature on a document, as the place where information is entered.
  • Information: set the information that this field is for.
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Definition
Options
Interactions