Variables in document templates

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:

• On the left-hand side of the window that opens when you click this link, you can see a list of available objects:

• After choosing an object, you'll be able to view the associated variable on the right-hand side of the window. These variables can be copied and then pasted in your document template:

• Some variables can be formatted. If that's the case, you'll see information about how to format the variable below the variable name:

• Formatting numbers are also possible. Under the name of the variable, information about formatting options can be found:

Important

There are two different types of variables that can be used in document templates:

• Regular variables.
• Variables that automatically add rows to the final document.

Variable encoding

Variables can be assigned different functions in Planfix.

Variables

• Text formatting variable in Microsoft Word document templates
• Choosing a format for data tag totals
• Special list variables
• Formatting dates

Go To

• Document templates
• Documents
• Feature Description