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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 replace and click the "insert field" button, which opens the variable editor. Here, users can name their variable, enter a question for the end user, and select the variable type (like dates or numbers) from a dropdown menu. After pressing "ok," the variable is inserted into the document and added to the dictionary, with an option to replace all instances of the selected text.2. **Dictionary Editor**: Alternatively, users can create variables by clicking the plus icon and selecting "new variable," which opens a docked version of the variable editor. These methods streamline the process of incorporating dynamic data into templates.
