Embedding and Adding a Variable in a Document Template
Embedding and Adding a Variable in a Document Template
To incorporate a variable in a document template, position the cursor in the editor at the desired location for the variable. Then, type the symbol $, which will bring up a list of all available variables in the system that can be inserted. In Perfect Doc Studio, variables are managed at a global level, as demonstrated in the accompanying video. The system features entities that house variables, defining all relevant data variables for your business. This ensures the consistency of variable naming across documents and enables their easy integration into the document.
ADDING A NEW VARIABLE :
To create a new variable, navigate to the "Manage Data Variables" option in the menu. From there, you can choose to create a new entity by clicking on the "Add Entity" button at the top right corner of the page before adding a variable. If you want to add a variable under an existing entity, simply click on the entity name and then click the "Add Variable" button. Once created, the new variable will be available in the document for embedding.
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In Perfect Doc Studio, variables are managed at a global level, as demonstrated in the accompanying video. The system features entities that house variables, defining all relevant data variables for your business. This ensures the consistency of ...
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