How to Add Custom Variable Elements in Your Documents | Funneltopia Tutorial
Автор: Funneltopia®
Загружено: 2024-08-26
Просмотров: 27
Описание:
In this quick Funneltopia tutorial, I'll show you how to enhance your documents with custom variable elements that auto-populate based on your recipient's information.
Whether you're inserting a name, address, or other personalized details, this feature allows you to streamline your workflow and ensure accuracy.
I'll walk you through the process step-by-step, from selecting the right variables to previewing the auto-populated fields. This is perfect for anyone looking to add a personal touch to their documents without the hassle.
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Watch the video to learn more!
Timestamps:
00:00 - Introduction to Custom Variable Elements
00:19 - Setting Up Custom Variables in a Document
00:37 - Adding Name and Address Fields
01:07 - Previewing Auto-Populated Fields
01:26 - Exploring Other Custom Variable Options
01:42 - Navigating the Documents and Contracts Section
02:04 - Closing and Support Information
#Funneltopia #CustomVariables #DocumentAutomation #PersonalizedDocuments #WorkflowEfficiency #BusinessTools #AutoPopulate #DocumentManagement #VideoTutorial #CustomerSupport
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