Variables in document templates: Difference between revisions
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'''Variables''' are can play a large role in [[Document templates | 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. | '''Variables''' are can play a large role in [[Document templates | 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''': | 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''': | ||
Revision as of 13:03, 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: