As someone who has spent countless hours creating Word templates and meticulously filling in placeholder text, I understand the frustration and time-wasting that can occur during the document creation process 😤
Fear not! Introducing SmartFields: a efficient and robust solution. Say goodbye to errors, wasted time, and manual updates! Let's see how they can speed your document creation process.
Here's a quick video showing how SmartFields work:
What are SmartFields?
SmartFields are dynamic fields within a document that automatically populate with the information you need. They act as placeholders for data and update accordingly when changes are made. SmartFields are incredibly versatile and can be used in any number of documents in the same project.
The Power of Visual Cues
When working with SmartFields, you will immediately notice the visual cues they provide. SmartFields that have not been completed or require attention are displayed in yellow, serving as a clear warning. In contrast, SmartFields that have values are shown in blue, indicating that they are fully completed:
How to Use SmartFields
Using SmartFields is intuitive and straightforward. To create a SmartField, you can simply click on the SmartFields button and choose the desired SmartField from the available options. Some SmartFields are managed through a connection to a database, while others are simply user entry.
Let's say you want to insert a Project ID SmartField. By clicking on the "Smart fields" button, you can choose the Project ID field and add it to your document. If you have configured the project ID in the dashboard settings, the SmartField will be automatically populated with the corresponding data. This means that any changes made to the project ID in the dashboard will be reflected throughout all the documents where the SmartField is used.
Editing SmartFields
SmartFields can be edited during the document creation process, whether in the "In Progress" or "Shared" state. However, once a document enters the "Published" state, it becomes authorized for use and can no longer be edited. This ensures that the final version of your document remains intact and avoids any accidental modifications.
Unlocking the Full Potential of SmartFields
Although we have touched upon the basics of SmartFields, there are numerous advanced features that we have yet to explore. In the advanced training series, we will delve into SmartFields in more detail, uncovering additional functionalities that can enhance your document creation process.
Say Goodbye to Manual Updates
With the power of SmartFields, there's no longer a need for manual updates, endless copying and pasting, or painstakingly formatting each document. By leveraging SmartFields, you can eliminate errors and redundancies, allowing you to focus on more important tasks. With Plannerly you can reduce your document creation time by 80%!
Read the case study here: CASE STUDY – 80% FASTER RESULTS!
Remember, SmartFields are not just placeholders; they are dynamic, real-time connectors to your data sources, streamlining your document creation process and ensuring accuracy and efficiency.
With Plannerly and the power of SmartFields, document creation has never been easier or more efficient. Experience the difference and discover a world of streamlined productivity today!
