Create, Insert and Edit Smart Field

Contents

• Overview
• Pre-conditions
• Steps
• Notes

Overview

Smart fields can be used to contain information that needs to be easily updated throughout the multiple mentions of said information across the document.

For example, a standard contract template needs to be updated with the client name (e.g. Clausematch) that appears several times across the template.

To easily accommodate this, a smart field can be created with label name 'Client name' and value set as 'Clausematch'.

Smart fields can be inserted into:

• documents
• templates
• snippets
• modifications

Pre-conditions

• Document Level Permission: 'Owner', 'Editor'.

Steps

Create Smart Field:

1. Click Insert from the menu bar.
2. Select Smart field.
3. Select Create Smart Field.
4. Set label (what the smart field is for), value (text the smart field should display) and description.
5. Click Create.

Insert Smart Field:

1. Click Insert from the menu bar.
2. Select Smart field.
3. Select smart field from the dropdown list.
4. Select Insert.

Edit Smart Field:

1. Click Insert from the menu bar.
2. Select Smart field.
3. Select smart field from the dropdown list.
4. Select Edit*.
5. Edit Label, Value or Description.
6. Click Update.

Delete Smart Field from Text:

1. Click on the smart field text within the paragraph.
2. Click Delete on keyboard.

Notes