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Data fields

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.

Tip:

If you wonder what kind of data fields you should set up. Think of your contract's most frequently used information: company name, recipient, or a specific date. Then make that into a data field!
A good starting point is replacing Customer or Recipient with a data field named Company name.

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.

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