Coding a Document Part 2: Creating PDF Form Fields

Article Introduction

Before a document can auto-fill information in One Click Contractor, it must include properly coded named fields. 

What You’re Creating

Auto-fill fields are placeholders that allow OCC to insert information that you've already added into a job and populate them into signable documents automatically.

These fields must be created and named correctly for the system to recognize them. 

How Auto-Fill Fields Work

Each field is assigned a specific name that maps to job data.

For example:

• CustomerName → Customer’s name
• SalesrepName → Sales representative’s name
• CurrentDate → Today’s date

When the document is generated, these fields are automatically filled in.

Example of Auto-Fill Fields in a Document

Below is a simple example of how fields are placed and named within a document:

• CustomerName fills the owner name
• SalesrepName fills the representative name
• CurrentDate fills the date field

Naming Fields Correctly

Field names must match OCC’s supported naming conventions exactly.

• Enter Exact Field Name
• Match Capitalization and Spelling

If a field name is incorrect, the system will not populate it.

⚠️To view all the supported auto fill fields click HERE