Articles on: Letters & Documents

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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