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Insert Name Field to the Accounting Contract

Insert Name Field to the Accounting Contract

Aug 6th, 2022

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How to Insert Name Field to the Accounting Contract

4.6 out of 5

12 votes

In this video tutorial by Rhiannon from the Contract Express team, she demonstrates how to insert fields or variables into templates. There are two methods for this process. The first method involves selecting the text to be replaced and clicking the insert field button, which opens the variable editor. Users can name the variable and set a question for the end-user questionnaire, selecting the appropriate variable type (such as date or number) from a dropdown menu. After pressing ok, the variable is added to the document and the dictionary, with an option to replace all instances of the selected text. The second method involves selecting the plus icon and choosing new variable from the dictionary editor, which opens a docked version of the variable editor.

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