This feature is only accessible with an administrator role.
Advantages of using fields in a template
Fields are variables that you can insert into your documents to track data and metrics in your contracts.
By inserting them into your templates, you gain efficiency and autonomy:
Simplified Process: Fields automatically create a form to be filled out, making the work of operational teams easier.
Clarity for External Parties: When sending a document, the external party knows exactly what information to complete.
Control Gain: The legal team maintains better control over the information entered, while reducing errors.
Automatic Tracking: After the contract is signed, the field values are automatically tracked, eliminating manual entry of key contract details.
Insert a field into a template
Access your template
Open the template where you want to insert fields.
3 Ways to Insert a Field
Method 1: Place your cursor where you want the field and click the field symbol.
Method 2: Select a word or group of words, then click the field symbol in the shortcut bar.
Method 3: Type "@" in the text to open the list of fields.Choose and Insert the Field:
A dropdown list appears with your existing fields.
You can also create a new one.
