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Variables

In CDM (Collaborative Document Management), variables allow users to dynamically insert standardized data captured from Form Builder stages directly into documents. Variables act as placeholders in edit mode (e.g., {CurrentDate}) and automatically display real data in read mode (e.g., 1/1/25). This ensures consistency, minimizes manual input, and reduces errors across document templates.

When to Add Variables to CDM Documents​

You should add variables to CDM documents when you need to:

  • Automatically populate documents with responses collected from users through Form Builder stages.
  • Standardize common fields like dates, names, addresses, or other form answers without manually retyping them.
  • Reduce rework and errors by dynamically inserting updated information across multiple documents.
  • Create document templates that adjust content based on user-specific or form-specific data.

To Add Variables to CDM Documents​

  1. Open the Document you would like to add variables to.
  2. Click into the content area to enable the text cursor.
  3. Type { to trigger the variable selection menu.
  4. Choose the appropriate variable from the list or continue typing the variable name manually (e.g., {CurrentDate}).
  5. Press Enter on your keyboard to insert the selected variable into the document.
Note

When the document is in edit mode, variables will display as placeholders (e.g., {CurrentDate}). In read mode, they will display the actual data value.

variables

See Also​

To complement your knowledge, check the following pages: