Data fields let you duplicate information to multiple places in a contract. It’s an easy way to save time and effort when creating a contract.
Data fields can be connected to our integrations (Upsales, Salesforce and Lime), but you can also set up your own data fields.
Activating template groups and data fields
Go to Account > Extensions. Scroll to Template groups and click “Activate”.
Now click on the text "Template groups", then on "Add a template group". Name your template group and click on "Confirm"
You have now created your template group, so now you can add you data field!
Click on your template group, then on "Data field". Here you can add your data fields by clicking on "Add a data field". 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 on "Confirm".
Add all the data fields you want to be able to use in templates with that template group.
When you have added all your data fields, you can go to "Templates" and open the template you want to use the data fields in. Choose you template group in the dropdown list named "Template group" to the right, and then click on "Save template"
When you have added your template group you can start placing out your data fields in the template.
Data fields in field sections
Click to edit your form field, click on "data field" and a list of the available fields will show. Choose the appropriate one and Save.
The field connected to a data field will be marked by a symbol.
Data fields in text sections
Mark the word you want your data field to be placed, click on the “Tag”-icon in the toolbar and select the data field you wish to use.
What kind of data fields should I set up?
If you’re making your own template group, think about what information is used often in your contract - Is it a company name, a 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”. That way, you can make your contract more inviting by referring to your recipient by name - without having to go through your whole contract!