Insert Advanced Field in the Contract For Work

Aug 6th, 2022
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How to Insert Advanced Field in the Contract For Work

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hello everyone my name is jeff mespauer content manager at agiloft welcome to todays training webinar titled using and modifying the contract types table presented by agile off implementer damien kemp as part two of our series on the contract types table today well discuss the more advanced concepts of using and modifying the contract types in agiloft as well as how to leverage this versatile table to streamline your system and bring more visibility to your contract process presentation will be about 32 minutes followed by a live q a with damian please submit your questions in the appropriate window in the zoom platform at any time during the presentation it takes us about a minute to queue up the video so please bear with us as we do that hi im damian and im going to be talking to you about advanced contract classification in agile specifically some ideas on how to make the best use of the contract types table to structure and manage contract metadata im going to assume that you

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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Inserting built-in fields Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names, select a field. Under Field properties, select any properties or options you want.
Click the File tab. Click Info to view the document properties. To add or change properties, hover your pointer over the property you want to update and enter the information. Note that for some metadata, such as Author, youll have to right-click on the property and choose Remove or Edit.
Create a Quick Part Select the phrase, sentence, or other portion of your document that you want to save to the gallery. On the Insert tab, in the Text group, click Quick Parts, and then click Save Selection to Quick Part Gallery, change the name and add a description if you like, and click OK.
How to create a custom document property in Word Click the File tab and choose Info from the left pane. Choose Advanced Properties from the Properties dropdown. Click the Custom tab. Enter the name, specify the data type and enter the value: Member, Text, Doc Holiday (Figure F). Click OK and return to the document.
Inserting the Author Name Position the insertion point where you want the author name inserted. Display the Insert tab of the ribbon. Click the Quick Parts tool (in the Text group) and then choose Field. From the Categories list select the Document Information category. Select Author from the Field Names list.
Using document info Double-click the header or footer . Select Document Info, and choose the information you want. Note: Select Document Property to select additional information, such as Title, Company, or Subject. Select Close Header and Footer or press Esc to exit.
From the Insert tab on the Ribbon, in the Text group, select Quick Parts and then select Field . In the Field dialog box, from the Field names list, select the field. You can filter this list by selecting Categories . Customize the field by selecting any properties options you desire and then click OK to insert it.
You can insert document property fields anywhere in a document.

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