Inserting Data Items Into Text Blocks

This guide walks you through adding a text block, editing content, and using the formatting toolbar to style your text. Perfect for building clean, professional-looking content in just a few clicks.

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How to Use Data Items in a Text Block

  1. Insert data items into a Text Block.
  2. Use document data fields to personalize text content.

Insert data items into text blocks

1

Select a Text Block

Click into the Text Block where you want to insert a data item.

Place the cursor at the exact location where the data item should appear.

2

Open Data Items

Use the Data Items option in the text editor toolbar.

This opens the available document and recipient data fields.

3

Choose a data item

Select the data item you want to insert, such as recipient name or created date.

The selected field is inserted into the text content.

4

Use the alternate method

You can also insert data items from the available data item list or sidebar when working in a Text Block.

Both methods place dynamic data into the text.

5

Review the text

Check the Text Block to make sure the data item appears in the correct position.

Continue formatting the surrounding text as needed.

Your Data Item Has Been Inserted

The selected data item has been added to the Text Block.

When the document is used, the data item can populate with the relevant document or recipient information.

FAQs