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Open Settings
From the left navigation menu, open your account menu and click Settings.
Using Global Custom Data Items in Document Templates
Learn how to use global custom data items within document templates to streamline content and maintain consistency.
Using Global Custom Data Items in Document Templates and Documents
Learn how to create and use global custom data items so information can be reused consistently across templates and documents in QuoteCloud.
Steps to create and use global custom data items
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Open Custom Data Items
In the Settings area, select Custom Data Items under the Advanced Settings section.
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Choose a data item category
At the top of the Custom Data Items page, choose whether you want to create a Document, Contact, or Product data item.
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Add a new data item
Click Add Data Item to create a new global custom data field.
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Configure the data item
Enter the label name, choose whether the field is required, and select the field type for your custom data item.
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Select a field type
Available field types include Text, Number, Dropdown, and Date.
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Configure dropdown values (optional)
If you choose the Dropdown field type, an additional field will appear allowing you to enter selectable dropdown values.
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Set a default value
Optionally choose a default value that will automatically populate when the data item is used in templates or documents.
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Save the custom data item
Click Save to create the global custom data item.
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Create a document
Open the document creation wizard and navigate to the Data Items step.
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Enter data item values
Assign values to your global custom data items during document creation. These values will automatically populate anywhere the data item is used in the document.
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Insert data items into the document
Inside the document editor, type [ within a text block to open the list of available data items.
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Select the data item placeholder
Choose the custom data item you created from the dropdown list. The value will automatically appear in the text block.
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Open the Document Data Items panel
You can also access data items using the Document Data Items icon from the right-side toolbar inside the editor.
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Copy the data item to the clipboard
Click Copy to Clipboard beside the data item you want to insert into the document.
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Paste the data item into the document
Use Ctrl + V on Windows or Cmd + V on Mac to paste the copied data item into your document content.
FAQs