Variables in document templates: Difference between revisions
From Planfix
No edit summary |
No edit summary |
||
| Line 8: | Line 8: | ||
There are certain variables available for document templates, in addition to the [[Variables in task templates | variables used in task]] templates. A complete list of variables available can be found in the section '''Documents / Document templates''': | There are certain variables available for document templates, in addition to the [[Variables in task templates | variables used in task]] templates. A complete list of variables available can be found in the section '''Documents / Document templates''': | ||
https://s.pfx.so/pf/Md/N7GRPH.png | |||
Revision as of 13:10, 20 July 2022
Variables are can play a large role in document templates. When creating a document using a template, any variables used are replaced with the values stored in the object they are linked to. This makes document templates a convenient way to create documents and populate them with data from a specific contact, task, or data tag.
There are certain variables available for document templates, in addition to the variables used in task templates. A complete list of variables available can be found in the section Documents / Document templates:
