About this article
This article will explain what data can be used to create smart templates in Templafy.
What data can be used to create smart templates?
When building smart templates, one can use different data origins to populate the document:
|Create a link between the user profile form and the smart template to populate the template with specific user information such as the user name, the job title, the office location and logo, the preferred language, etc.
Example: inserting user profile information in the header as well as in the content of a smart template
|Create a link to the questions from the response form in the smart template to inject the relevant data by allowing free user input to insert a customer name, the subject of a letter, a particular date, picking an option from a list, etc., into the template.
Example: inserting user input in the content of a smart template
|Create a link between specific data sources and the smart template to inject admin-controlled input into the document such as copyrights, document classification, specific translations, etc. This can be done indirectly by using dropdowns in the response form, or directly by using the DataSource function.
Example: inserting a specific disclaimer stored in data sources in the footer of a smart template
External data sources
Example: inserting Salesforce information in the content of a smart template
Example: inserting a specific text element stored in the Text elements Library into a smart template