Using embedded fields within Synergist HTML template documents

Jo Grant -

Embedded fields can be added to Synergist template documents by selecting this tool from the menu bar:

A new field is then added to the document template (see field marked in red). When this template is used to create a new document, the contact name (along with all the other embedded fields already selected) will be automatically inserted into the document.

Note: Not all fields are available when using a template. For instance, you will need to create a document from within a job to access a job number.

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