How do I insert variables into documents?

You can use variables to insert content into Notes, Document & Message templates. For example, you may wish to insert a Date of Birth (DoB) into a standard letter.

To insert a variable open the note or document and click on the button (highlighted below) in the toolbar:



The following article is a list of all the variables that can be added to a document/note template:

What Variables can be inserted into documents?


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