Big update ahead! We added an exciting feature that will make you work more productive. Fill-in fields! Read more.
Fill-in fields
In this release we added a great productivity enhancement; Fill-in fields.
You can now easily define fill-in fields in your snippets.
Insert a snippet with Fill-in Fields
After inserting a snippet with fill-in fields into your documents, INSERT TEXT will prompt you to fill-in the fields. After you are done, you can always go back and change the fields.
Let’s see how it works with an example.
I choose the “Credit note email” snippet.
After inserting the snippet into Outlook (or Word) the fill-in fields are recognized and you can fill in the fields directly from the sidebar.
The text you write in the fill-in fields are instantly visible in your document.
To add fill-in fields to your snippets is just as easy.
Add Fill-in Fields to your Snippets
There are a few easy steps to insert your own Fill-in Fields into your snippets.
- Open your Snippet
- Insert an existing or new fill-in field into your Snippet
- Save your Snippet
- That’s all!
Insert a new Fill-in Field into your Snippet
- Edit the Snippet you want to edit (Right click/Edit Snippet).
- Put the cursor where you want to insert the snippet.
- In the INSERT TEXT Ribbon menu, choose “Insert Fill-in field”
- In the lower part of the task bar fill in the name of the fill-in field and click “Insert new field”
- Ready
Insert an existing Fill-in field into your Snippet
- If you need the same field in more than one location, you can do that as follows
- In the previous section we inserted a new fill-in field “Customer name” into our snippet.
- After inserting this field it will show up in the list of existing fields.
- Put the cursor at the location where you want this field to be inserted as well.
- Choose the existing field (1) and click “Insert Field” (2)
- Ready
