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In this video, Stephanie Dever from Keller Williams teaches viewers how to use custom fields to quickly add frequently used phrases or information to documents or contracts for new clients. Custom fields are similar to clauses in Dot Loop but are specific to Keller Williams. Custom fields can only be used within an envelope, not in the document section when filling out TAR forms. Dever demonstrates how to set up and use custom fields to streamline the process of adding repeated information.
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