Choose between various column types depending on the kind of data you want to enter in your turnsheet.

The default column type. Input plain, unformatted text. Text inserted into your documents will be formatted in the same way as the text it replaces (e.g., you replace bold text, the inserted text will be bold as well).

Supports various advanced turnsheet features, like special characters or automation.

Enter formatted text to insert into your documents. When you select Rich Text format, you'll enter text through a rich text editor that supports formatting like bold, underline, bullet points, and more. You can also copy and paste formatted text from other sources (like another document or a web page), and supported formatting will be retained.

To access the rich text editor, hover over any cell in a Rich Text column and click the blue pop-out icon that appears at the top-right corner of the cell.

Rich text editing controls will also appear for the relevant cell in expanded row pop-out, so you can edit it there as well.

Turns the column into checkboxes you can toggle on and off.

Whether you're using Merge or Find & Replace, if you try to insert a checkbox into your documents it will be inserted as either the word "true" or "false", depending on its state.

Checkbox columns can help you track workflows. For example, you can add a checkbox column to track whether or not the information in a given row was confirmed as accurate by a colleague or client you are collaborating with.

The date picker lets you quickly enter dates into your turnsheet. To access the date picker double click on a cell when the calendar appears, you can click the date that you want on the calendar or use the right and left arrow buttons to scroll through the months.

Within the date column, there are five date formats for when working with different country date formats:

To allow the date column to be consistent the cells only accept date format.

Make clean and intuitive turnsheets by using drop-down lists in cells. Once choosing select you can type in the options you want to appear in your drop-down list. You can always go back into the edit column dialog to delete or add more options to your list.

To access the drop-down list double click on a cell and the list expands, showing the available options listed. The Select cells can only be populated from options in the drop-down lists.

Formatting a column with the email column type ensures that only valid email addresses are entered into cells.

The number column type ensures that only numerical values can be input into the cells. This helps avoid errors in certain columns, for example, Company Number. You can also decide on number precision for example 1.0.

The Percent column formats your cell as a number and a "%" sign, and the text inserted into your documents will be formatted in the same way. Just like the Number column, only numerical data can be input into the cells.

The Currency column formats your cell as a number with 15 digits to the left of the decimal point and 4 digits to the right and a currency symbol that can be edited. The text inserted into your documents will be formatted in the same way. You can only insert numerical data can be input into the cells.

Linked records are a powerful way of creating relationships between your turnsheets, letting you create single sources of truth for client data and reuse that data between workflows. With linked records, you can store that data in one place and easily pull it into any new matter you're working on.

With the attachment column, you can replace text inside your documents with an entire document.

For example, you can add a placeholder for "[insert signature pages]" into your documents, then replace it with the entire set of signature pages. More broadly, you can use this to insert tables, schedules, and other complex content from one document into another.

Note: It is important to be aware that the attachment column is designed exclusively for embedding Word documents within another Word document. Attempting to embed a PDF into a Word document using this method may not yield the expected results and could lead to failure in some instances. For such tasks, utilizing Adobe is recommended as it is better equipped to handle PDF integrations.

You can change the column type of columns in your turnsheet through the Edit column dialog.

Select the column type from the drop down and press Update. You can access the Edit column dialog by pressing the down arrow in the column heading, or next to the Field Name in the expanded row pop-out.