How do I insert variables into documents?
You can use variables to insert content into Notes, Document & Message templates. For example, you may wish to insert the 'Date of Birth (DoB)' variable into a standard letter.
To insert a variable:
- Open the note or document and click on the VAR button in the toolbar:
- You will then see a list of the available variable options.
- Insert the variables where you would like them to appear in the document. They will be populated with the Active Client's details.
The following article is a list of all the variables that can be added to a document/note template - What Variables can be inserted into documents?
Updated on: 09/05/2024
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