Hidden Fields (NEW! Liquid Templates)

Updated 10 months ago by Royna SunderRajan

This is our current template syntax as of 2022. If you are not used to this format, please check out our legacy template article Hidden Fields (Pre-2022 Legacy)
Uses for hidden fields
  • Shortened signature block
  • Image links, such as headshots
  • URL links, such as meeting links
  • Badges and awards

Setup

In Designer Studio, locate Settings & Fields. Check the Hide box next to the field that you would like to hide.
Hidden fields should always be setup as conditional fields. At least one field must be unhidden, most commonly "name".
Designer Studio:
Signature Block and Compliance:

In this example, the customer used hidden fields to create a shortened signature block. The hidden data pulls from Compliance.

How to Add Headshots

Conditional Fields

Manual CSV Sync into Compliance


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