Insert Smart Field in the Indenture and eSign it in minutes

Aug 6th, 2022
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A step-by-step guide regarding how to Insert Smart Field in the Indenture

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How to Insert Smart Field in the Indenture

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in this video were going to be talking about smart variables smart variables are feature that were introduced in redcap version 8.5 which the University of Colorado moved to this summer a normal variable looks at a specific data point in the file it references just one field in just one event or just one instance and it always points to that exact same item smart variables reference something other than a specific data field for example they might reference the current user on the project the current record or the current form or a specified former survey they can also reference general events and arms so instead of having to point to a specific event such as visit one you can point to the previous visit or the next visit similarly with repeating instruments instead of having to point to a specific instance you can use smart variables to point to the first instant or the last one smart variables I dynamic they adapt based on the context so what are some ways that you can use smart var

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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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A merge field is a field you can put in an email template, mail merge template, custom link, or formula to incorporate values from a record.
Smart merge fields are specialized merge fields that can retain the Apttus field definition even after the Merge Server generates the Agreement document. This feature helps for reconciling the document which is explained in detail in the Reconciliation section.
Smart fields are data dictionary items with one or more business functions attached. Smart fields enable you to include complex, reusable calculations in detail sections of a report.
Merge fields may be called, variables, placeholders, or custom fields in other applications, but they are all generally the same.
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}} The example above will populate with the clients full name.
Merge Field. MergeField is a Field element containing a reference to a data field by its name. When a template document is mail merged with the values from a data source, the data field information replaces the merge field.
Merge fields take the format of {! recordname. fieldname} in your template content. Replace fieldname with your fields API name and recordname with the name of the object containing your field.

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