Document Builder - Placeholders
We've now created a helpful guide which outlines the current placeholders available within Document Builder! You can download the guide here
In the first column, you'll find the Placeholder Name & Description - The description is there for some of the placeholders that aren't always self explanatory.
In the second column, you'll find where it can be updated in Plannr - This is especially helpful if you wish to update the clients details before publishing a document.
In the final column, you'll find the actual data placeholder itself - You can copy these placeholders into your templates to save yourself a bit of time.
Please note, the data placeholders quoted are for Client 1 only, should you require it for Client 2, 3, etc. you will need to amend the number for this to work. This is the same for plans/assets, etc.
This guide will not include any custom fields you have created within your own site and is purely for information purposes only.
In the first column, you'll find the Placeholder Name & Description - The description is there for some of the placeholders that aren't always self explanatory.
In the second column, you'll find where it can be updated in Plannr - This is especially helpful if you wish to update the clients details before publishing a document.
In the final column, you'll find the actual data placeholder itself - You can copy these placeholders into your templates to save yourself a bit of time.
Please note, the data placeholders quoted are for Client 1 only, should you require it for Client 2, 3, etc. you will need to amend the number for this to work. This is the same for plans/assets, etc.
This guide will not include any custom fields you have created within your own site and is purely for information purposes only.
Updated on: 29/05/2024
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