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this tutorial will show you how to populate your document with smart fields which will save time by Auto filling a document with personalized information as an overview there are four types of smart fields profile smart fields change depending on the user when you open the document it automatically populates with your information team smart fields refer to the entire company this could be the companys name headquarter dress etc if you have a field you want to add you can click the add custom smart field button at the bottom if you are not in real estate this smart field may not be displayed on your account real estate data import pulls from this list source property listings include smart fields such as street address agent name property price number of bedrooms and more to populate a document with smart fields find the desired template and click new notice how the team smart fields have already populated if you have already entered in your profile information the profile smart field
