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Insert Smart Field to the Guarantee Agreement

Insert Smart Field to the Guarantee Agreement and eSign it in minutes

Aug 6th, 2022

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How to Insert Smart Field to the Guarantee Agreement

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in this video im going to show you dubsado smart fields how to use them what they are and how to put them in your templates to make your business look really personalized without a lot of extra effort [Music] hi everyone im lainey im a stationery designer and i love talking about client management systems and streamlining your business i have reviewed four of the most popular maybe even more by this point so check out the playlist in the corner of this video if you want to look at some other systems end of sato i think they have the best smart field capabilities and ill show you how powerful these are so smart fields are basically like merge fields if youve ever done a data merge or a mail merge in word or indesign or anything like that theyre basically placeholder text that will fill in whatever information is in a certain project so im just going to show you an example so right here in this canned email which can emails are just email templates if youre not familiar um that y

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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 merge fields also called?

Merge fields may be called, variables, placeholders, or custom fields in other applications, but they are all generally the same.

What is the definition of smart merge fields?

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.

What is the definition of 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.

What is the format for merge fields in Salesforce?

Merge fields take the format of {! recordname. fieldname} in your template content.

What is a smart field?

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.

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}} The example above will populate with the clients full name.

What is meaning of merge field in Salesforce?

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.

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