About data fields

Data fields let you map information to multiple places in a contract to save time and effort when creating a contract.

You can connect data fields to our integrations and set up your data fields.

Activate template groups

To use the data fields feature, you need to activate Template groups first:

1. Go to Admin > Extensions. Scroll to Template groups and click the toggle control to activate it.
   
2. Now click the text Template groups link and then Add a template group.
   
3. Name your template group and click Confirm.
   

Add a data field

Now that you have created your template group, you can add data fields to it: 

1. Open your template group link.
   
2. Click Add a data field.
   
3. Name the data field, for example, "Customer name", if that's the information you want to have in multiple places in a contract. Then click Confirm.
   
4. Add all data fields you want to use in templates with the selected template group. 

Use data fields in a template

When you have added all your data fields, you are ready to use them in your contract templates:

1. Go to Templates and open the template where you want to use your data fields.
   
2. On the Settings tab, choose your template group in the Template group drop-down list.
   
3. Now you can start placing your data fields in the template. Click the "+" icon in the template body > Form.
   
4. Click Add field.
   
5. Click the Data field drop-down list, select the appropriate data field, and Save.
   The data field will map automatically with the data you provided earlier, and a "link" symbol will appear.
   

Data fields in text sections

You can also add data fields to text sections. 

Here's how:

1. Open the template and click the "+" icon > Text and image (if you don't have a text section yet).
   
2. Click Add text and image.
   
3. In the text field, place the cursor where you want to place your data field, and click the Insert data-field icon on the toolbar.
   
4. In the drop-down menu, select a data field and click Confirm.The field will be automatically populated.
5. Save the template.