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This tutorial will show you how to apply smart fields to your documents, saving time by auto-filling personalized information. There are four types of smart fields: profile, team, custom, and property. Profile smart fields change based on the user, team smart fields refer to the entire company, custom smart fields can be added, and property smart fields pertain to real estate data imports. Each type is color-coded (purple, red, yellow, green) and can be added through the top menu bar by clicking insert, then smart fields.
