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How do I use template variables to automatically insert information from SuperOffice into a document template?
To be able to use information from SuperOffice CRM in the documents, which you generate from SuperOffice, you need create a document template with template variables. Please check this FAQ to learn how to create a new document template. To find a list of all template variables that can be used in documents check this article..
For you to succeed when creating and using document template with variables, we want to share with you some tips:
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