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In this video tutorial by Rhiannon from the Contract Express team, viewers learn how to insert fields or variables into templates. There are two methods for doing this: 1. **Direct Insertion**: Select the text to be replaced, click the insert field button, and the variable editor will appear. Users can name the variable for reference, input a question for the end user, and choose the variable type (e.g., date, number) from a dropdown menu. After pressing OK, the variable is inserted into the document and added to the dictionary. A pop-up will ask if the user wants to replace all instances of the selected text—selecting "yes" will apply the change.2. **Dictionary Editor**: Users can click the plus icon and select "new variable" to open a docked version of the variable editor to create variables.This process aids in collecting various types of data through templates.
