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

There are 2 ways you can save field details:

1 - Click 'Details' on the left of screen, then click 'Create New'


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2 - When creating a document, click the 'Autofill with Details' button, then select to insert into document.

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