Data groups are a simple way to categorize fields that change their value in the document body. What the data group refers to is up to you and depends on the template you create.
Example? You're creating an employment contract for various employees. The only things that keep changing in the content of these contracts are the personal information, the job title, and the salary. Therefore, in order not to make the contract from scratch every time, you can define an employment contract template in which the mentioned data will be variables.
This way, every time you prepare an employment contract you use the same template and simply swap the details, and then send the contract to the recipient.
How does it work?
- Select "Templates" from the main menu.
- Click "Add a new template".
- On the right side, click the "New group" button.
- Next, add the group name, e.g. Personal data. Specify whether this data will concern you or other people and decide whether you will enter this data manually or using the address book. If all the settings are correct, click "Add the group".
- Next, click "New field" and enter its name. In the case of personal data, this can be e.g. last and first name.
- Click "+" next to the provided fields or drag them with the mouse cursor to the appropriate place in the document. If you want to fill them in, click on them and fill in the field that appeared. If you want to save this template and data group, click "Save".
Remember! A data group is always assigned to a given template.