How to Create Smart Field in a Contract

How to Create Smart Field in a Contract: check out the best online document editing practices

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How to How to Create Smart Field in a Contract

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[Music] hey guys kristy here from silva life and welcome back to our channel today we are going to be talking about honeybook smart file contracts now if youre not sure what smart files are youre just diving in make sure you go and check out our honeybook smart file overview video to get an idea of what they actually are but if youre ready to dive in and start creating your own smart file contract this video is where its at honeybook contracts even when they were legacy files are the bomb.com when you set them up properly a lot of people come to us saying yeah this is great we have this digital contract but i feel like i have to fill in every single field each time i update this contract into a project well no more im going to teach you how to set up this contract and apply the smart fields that you need to be able to autofill a contract in like two seconds okay lets dive in okay now lets go through smart file contracts this will be a little bit less robust than invoices becaus

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What is smart field in Dubsado?

A smart field is a text placeholder you can use in your email and form templates that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.firstName}} The example above will autofill with the clients first name.

How do I attach a form to a canned email in Dubsado?

Forms and files cannot be attached to canned emails directly. For canned emails used to send Dubsado forms, invoices, and schedulers, insert a smart field link.

How do I add custom fields to Dubsado?

Collect and store the information relevant to your business. Custom fields make Dubsado your system.If its a custom client field: Click on the pencil icon next to the Client section in the sidebar. Scroll to the bottom of the client profile to find the custom fields. Enter the information and click Save Close.

What is a smart field?

Smart fields are data dictionary items with one or more business functions attached. Smart fields enable you to include complex, reusable calculations in detail sections of a report.

How do I add a PDF to a canned email Dubsado?

How do I attach a PDF to an email in Dubsado? You cannot attach a PDF to a canned email, but you can attach a PDF file to an email sent manually in Dubsado. Inside the project in the Emails tab, click Send Email (right hand side). To attach the PDF file, click the paperclip icon at the bottom and attach the file.

What is a smart field?

Smart fields are data dictionary items with one or more business functions attached. Smart fields enable you to include complex, reusable calculations in detail sections of a report.

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How to Create Smart Field in a Contract: check out the best online document editing practices

How to Create Smart Field in a Contract in only a couple of simple clicks:

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to How to Create Smart Field in a Contract

Got questions?

What is smart field in Dubsado?

How do I attach a form to a canned email in Dubsado?

How do I add custom fields to Dubsado?

What is a smart field?

How do I add a PDF to a canned email Dubsado?

What is a smart field?

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