INCLUDED IN
This feature is available for the price plan Business and above.

Data fields

In this article, you’ll learn how to use data fields to work smarter and faster when creating documents.

Data fields let you reuse and map information across multiple sections of a document — saving time and reducing manual work.

You can also connect data fields to your integrations, making it even easier to keep your documents accurate and up to date.

TIP
Not sure what kind of data fields to create?
Start by thinking about the information you add most often — like the company name, recipient name, or a key date. These are perfect candidates for data fields!

A great first step is to replace static mentions of “Customer” or “Recipient” with a data field called Company name.

Activate template groups

You need to activate Template groups in order to use data fields.

1. Go to Marketplace > Template groups > Enable.
2. Go to Workflows > Click on Add a template group.
3. Name the template group > Confirm.

Add data fields to a template group

Once you have created a template group, you can add data fields to it.

1. Open the template group > Add a data field.
2. Name the data field, for example, "Company Name" > Confirm.

Repeat the steps to add more data fields you want to use in templates within this group.

Use data fields in a template

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

Add data fields to a form field

1. Go to Templates > Open a template that you want to implement data fields.
2. Click on Data fields > Choose a template group in the drop-down list.
3. Start placing the data fields in the template > Click the "+" icon in the template > Form.
4. Click Add field > Select a data field in the drop-down list > Save.

When a form field is mapped to a data field, a link icon will appear next to the name of the field.

Add data fields in plain text 

You can link data fields directly in your plain text.

1. Open a Template.
2. Click on the "+" icon > Text and image (if you don't have a text section yet).
3. Click Add text and image.
4. In the text field, place the cursor or mark the text where you want to add your data field > Click on Insert data-field icon in the action menu.
5. Select an appropriate data field in the drop-down list > Confirm.