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.
Inserting Data Items Into Text Blocks — FAQ
Where can I see the list of data items?
You can view the data items list in the right side navigation by clicking the Document Data Items icon.
Can I search data items?
Yes, you can search for specific data items in the list.
Are there different types of data items?
Yes. You can use:
- Document Data Items: Standard fields that come with your document (e.g., customer name, quote number).
- Contact Data Items: Custom fields for contacts that you can create to store additional information.
- Product Data Items: Custom fields for products that you can create to store extra product details.
How do I insert data items into a text block?
Select the text block and place your cursor where you want dynamic content. Then use the editor’s insert-data functionality to add data items (for example, customer or quote fields). This creates content that updates automatically from your document’s data sources.