You can pre-save common fields so that you can click to insert them into documents. This can be applied for fields such as 'Bank Details', 'Terms / Method of Payment', 'Additional Information' and more.

Create New Pre-Saved Details:

On the left menu, click 'Details' then on the right of the screen click 'Create New'. Enter the field Name, then enter the pre-saved details and click Save.

--

Click to Insert Details into Documents:

When creating a document, click 'Autofill with Details' then click to insert your pre-saved details into the document.

--

--

Did this answer your question?