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 a New Snippet when entering information into a Document

While typing information into a field, at the bottom left of the field, click 'Save for future use'. Enter the 'Snippet Name' at the top, then click 'Create'. Your information will be saved and viewable in your list of 'Snippets'.


Click to Insert Snippets into Documents:

Next time that you are completing a document, click 'Autofill with Snippet' then select the Snippet that you want to insert into your document. Note that you can also add and manage your 'Snippets' from the main left navigation bar.


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