29 Jul 2019

Doc Auto Word Plugin - Variables

Product Filter HighQ Collaborate
Product Area Filter Doc Auto Word Plugin

 

 

Once the Associations have been set up, you can now click on the Variables tab in the ribbon. The Variables panel on the right-hand side is a mirror of the previously created Associations panel. You can use the Variables panel to place variables in the template. 

To place a variable in the template you can drag and drop it into the template or double click on it in the right-hand panel. In the image below we have dragged the Customer Name variable into the template.

Repeat this process for all the variables you need in order to automate the template. 

After adding variables, you can add conditional rules, loops or validate the template.

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