When creating a document template, you will encounter values that differ depending on each customer. For those cases, you can use Document Variables, which are placeholders that can be placed within a document and replaced when the document is executed. Here is how to use them.
Creating a Variable #
- Navigate to the Payments section and select Templates from the Documents & Contracts tab.
- Access the Document builder by editing or creating a new template.
- Open the Document Variables tab, highlighted by the (x) icon.
- To create a new variable, click the plus sign icon.
- Enter the variable’s name for identification in the builder and the value, which is the text that will replace it in your document. Once ready, click Save to add your variable.
Using Variables #
When crafting your contract, use the two-square icon to copy the variable to your clipboard, then paste it into the document. You will see the value when adding the variable; however, if you use backspace, you will notice that you pasted some code.
Click Use Template to send your document and see the variables in action. When sending the document, you simply need to replace the value inside the variable box. Doing so changes the displayed text to the new value wherever you have added the variable in your document.
Using document variables, you can quickly replicate and tailor documents for various clients or scenarios without manually changing every detail, improving your productivity to the max.
Frequently Asked Questions #
What are document variables? #
They are placeholders you place within a document that are automatically replaced with specific values when the document is executed, ideal for details that change per customer.
Where do I create a document variable? #
Go to Payments > Documents & Contracts > Templates, open the Document builder, click the Document Variables (x) icon, click the plus sign, enter a name and value, and click Save.
How do I insert a variable into my document? #
Use the two-square icon to copy the variable to your clipboard, then paste it into the document where you want the value to appear.
How do I update a variable’s value when sending? #
When sending the document, replace the value inside the variable box, which updates the displayed text everywhere that variable appears.
Why do I see code when I backspace over a variable? #
The variable displays its value in the editor, but it is stored as a placeholder, so backspacing reveals the underlying code that gets replaced at execution.
Why use variables instead of editing each document manually? #
Variables let you reuse one template across many clients or scenarios without manually changing every detail, saving time and reducing errors.
