How to add fields to a document template – Upsales Help Center

Document templates allow you to extract dynamic data from the system into a static document using tags. Here is a quick guide on how to add fields and images to your document template.

Insert a single tag

First, locate the tag you would like to add to your template. Put the marker where you want to add the tag to your document. Press “Insert”, followed by “Quick parts” and then “field” as shown in this picture:

Then find “MergeField” in the list of field names and add your tag to the field name as shown in this picture where “Cl_Name” I added:

Press “OK” and you're done.

You can add images, for example, your logo in the header. But heads up! Only JPEG images work in document templates.

Insert a single tag

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