You can create as many fields as you'd like and insert them into your document to indicate the location of dynamic content. For example, a field in a document might be "Date," "Client name", or "Client address" — basically, information that changes frequently across all the times you intend to use the template.
To simply create a field and insert it into a template, follow these steps:
On the Dashboard, select Build a New Template.
Click Create a field.
Fill in the following data for your field:
Name. Give your field name. For example, "Date", "Client name", or "Client address.”
Mapped to MyCase? You can sync data from your MyCase account to the field you are creating. After you toggle this on, you'll be presented with your current MyCase fields ( contact, case, lead information, and custom fields)
Fields that are mapped with corresponding MyCase attributes will be auto-populated at the time of drafting.
Fields that are not mapped can be filled out at the time of drafting.
Type. Select what type of field you are creating from the dropdown menu presented. Read more here about the 9 field types the Advanced Document Automation supports!
Default. If a field has a default value, and a custom value hasn’t been specified for the field, the field will be pre-populated with the default value whenever you draft a document. It's recommended to use the Default value when you'd enter the same information in a field in the majority of cases.
Guidance Notes. You can specify guidance notes for a field that describes what the field does and what type of information should be entered into it. The guidance note will appear underneath the field when you draft a document from within MyCase.
Click Save.