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Custom Placeholders

Empower Your Document Workflow with Custom Placeholders: Effortless Customisation for Every Occasion

Kat Cairns avatar
Written by Kat Cairns
Updated over 2 months ago

Introducing Custom Placeholders, your key to effortless and error-free document creation. Imagine customising contracts, letters, and forms in seconds, adapting them to any client or scenario with just a few clicks.

What are Custom Placeholders?

Think of them as smart fill-in-the-blanks for your documents. Simply create them for any details that might change, like names, dates, addresses, or contract terms.

How do they work?

  1. Create Placeholders: Define the fields you need for the variable information. This could be employment type, address, auction reserve price of emergency contact information.

  2. Position Placeholders: Drag and drop them into your document with ease.

  3. Fill with Information: Populate them with your data or let clients provide it themselves.

  4. Reuse & Conquer: Save time by creating reusable templates with pre-defined placeholders.

FAQ

Can Custom Placeholders be used for any document type?

Yes! Custom Placeholders are incredibly versatile and can be applied to contracts, letters, and forms, adapting seamlessly to various use cases.

How do I assign locations for Custom Placeholders in my documents?

Once you've crafted your Custom Placeholders, simply click on 'Position Placeholders.' On the right-hand side, you'll see a list of all your placeholders. Effortlessly drag and drop them onto your document exactly where you want them placed.

How do Custom Placeholders help in reducing errors in document preparation?

Custom Placeholders are designed to minimise errors by eliminating the need for manual edits. This ensures a precise and error-free document preparation process.

Do I need to create a new document each time?

No need to create a new document every time! We recommend developing your document as a template and integrating Custom Placeholders. When you need to reuse the document, simply use the template and adjust the information within the placeholders before sending it for signing.

Can I create Custom Placeholders for information I don't know?

Absolutely! When setting up your Custom Placeholders, you have the flexibility to decide whether you add information to the field or leave it for your recipient to fill in. This is particularly useful for details like addresses, emergency contacts, bank information, and more.

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