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Insert Smart Field from the New Patient Information

Insert Smart Field from the New Patient Information and eSign it in minutes

Aug 6th, 2022

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A step-by-step guide regarding how to Insert Smart Field from the New Patient Information

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Use DocHub innovative PDF editing features to Insert Smart Field from the New Patient Information.
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Add fillable fields and designate them to a certain recipient.
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Generate reusable templates for commonly used files.

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How to Insert Smart Field from the New Patient Information

4.9 out of 5

54 votes

you can utilize k2 smart fields within various workflow step configurations but one of the most common uses is dropping them into the subject line or body of an email message in this example Ill show you how to make the subject line of an email message a bit more dynamic by using text and date smart field functions in conjunction with a SharePoint list as the data source tied in to your workflow Im working with the subject line of an email notification inside a user tasks step and I want to do two things with this first I want to use a text function to convert the title text of a document stored in SharePoint to all capital letters and embed it within text on the subject line second I also want to inform the tasks recipient that this task will expire in seven days using nested date functions Ill start with capitalizing the documents title text by going into the functions group of smart fields open up the text group of functions locate and drag the function called to upper over to th

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Got questions?

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.

What are smart fields?

Certain fields available for user-defined reports, views, and queries do more than select a specific piece of data. These fields, called smart fields, combine multiple pieces of data or decide which data to display based on what is available.

How do I insert a form into a canned email Dubsado?

You can only add one Form Link smart field to a canned email at a time. You can manually send multiple forms in one email using the Add a Link tool in the email composer.The form link will only work for forms that have been added to the projects Forms tab: Sub agreements. Questionnaires. Proposals.

What is smart field in Dubsado?

A smart field is a text placeholder used in form templates and canned emails that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}}

How do I add custom fields to Dubsado?

2:39 6:33 How to Use Dubsado Custom Mapped Fields - YouTube YouTube Start of suggested clip End of suggested clip Youll go into the settings tab which is the COG wheel on the upper right you will go to custom mapMoreYoull go into the settings tab which is the COG wheel on the upper right you will go to custom map fields its toward the bottom.

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