Reason For Update: We have updated our ‘Document’ Placeholders. Placeholders are used to pull data in from different areas of your system.
The first task you will need to do is to either take your existing documents and convert them to compatible templates or create a new document from scratch. Within these documents wherever you wish for there to be a placeholder field you follow the below process to insert a field. When creating a document and inserting placeholders you can refer to the sections below to see what fields are available for the type of document you are creating. The tables of available fields show what you need to name the field and also an example output from the field might be.
View our ‘How To’ Video on YouTube for a step by step guide on how to add these to a Word Document.
1. Open Microsoft Word.
2. Click on the Insert tab on the top left hand of the Window. Once the Insert tab is active, click on Quick Parts option on the right-hand side of the window. Press Field and this will result in a drop-down menu.
3. This will open a pop-up menu. There is a list of options with field names.
4. In the Field names, scroll down to and select merge field. Tip: Single click on the field names drop down then “m” twice. At this stage, we also need to provide a name for the merge field. [These are displayed from 3.1, any you require not listed please contact Business Pilot support]
5. Once OK is clicked, it will display the field on the document. This is what will get replaced by the text in the application.
Common Fields:
Contact Fields:
Lead Fields:
Contract Fields:
More Contract Fields:
Service Call Fields:
Purchase Order Fields:
Invoice Fields:
If you happen to be looking for another placeholder please contact Support with details.
