Help Center
Go to siteOpen app
  • Help Center
  • Welcome to the Help Center!
  • Guides
    • Designing a Basic Template from Scratch
    • Adding Variables
    • e-signatures with SignNow
    • How to create Tables
  • Templates
    • What's a template?
    • Page Elements
      • Layout Elements
      • Content Elements
      • Conditional Logic
      • Repeating Elements
    • Settings
    • Headers & Footers
    • Data and Variables
      • Syntax
      • Data Types
      • Formatting
      • Functions
        • $calc (beta)
      • Operators
    • Template Designer v2 (Beta)
      • Connections
        • Airtable Connection
        • HubSpot (Coming Soon)
      • Fields Editor
      • Tokens
      • Coming soon
  • Documents
    • What is a Document?
    • Minted Documents
  • Additional Resources
    • How-To Videos
      • Formatting Variables
      • Airtable Integrations
      • Airtable Data and Variables Videos
      • How to add variable images from your Airtable attachments
      • How to filter items in your Documents
      • How to group items in your Documents
      • Signing Documents with SignNow and Zapier
      • Add charts to your Documents with QuickChart.io
      • Add a Word Cloud chart to your Documents with QuickChart.io
      • Using Make.com (Integromat) to create line items in your documents
      • How to QR codes to your documents with QuickChart.io
      • How to add a progress chart to your documents with QuickChart.io
      • How to connect your Documint account using API keys
      • How to connect your Documint account to Airtable using your Personal Access Token (PAT)
    • Glossary
    • Frequently Asked Questions
    • Troubleshooting
  • Integrations
    • HubSpot
      • Installing the Documint app
      • Connecting your Documint account
      • Navigating the Documint App
      • Working with Custom Object Data
      • Adding HubSpot Properties to Your Template
      • Generating Your documents
      • Using Quick-Create
      • Using Workflows to Create Your Documents
      • Troubleshooting the Documint App
      • Uninstalling the Documint App
    • Airtable
      • Add your Airtable Personal Access Token
      • Airtable Extension
      • Generation Link
      • Automation Script
      • Field Types to Documint Variables
      • Adding Images from Airtable
      • Expanding Linked Records
      • Lookup Fields
      • Documents from Multiple Records
      • Duplicate Document Prevention
      • Password Protection
      • Creating Documents
        • Preview Mode
    • Zapier
    • Make.com
    • Coda
    • Stacker
    • Noloco
    • Softr
    • Pory
    • REST API
Powered by GitBook
On this page
  • What is a variable?
  • Add a variable
  • Test Variable

Was this helpful?

  1. Templates

Data and Variables

Variables give templates their superpowers. They tell Documint where to place your data in your document.

PreviousHeaders & FootersNextSyntax

Last updated 6 months ago

Was this helpful?

What is a variable?

Variables are what Documint uses to make templates dynamic. They are used to tell Documint where in your template to place your data, when to repeat/loop page elements over lists in your data, and to conditionally show or hide page elements based on the values in your data.

In addition to telling Documint where to place your data, there are also functions that you can use to manipulate data in your template. Here are some of the things you can do using functions:

  • format numbers, percentages, currencies, dates, and durations

  • filter a list of data

  • join data from a list

  • create custom variable

  • group data together

  • properly display markdown text

  • etc.

Add a variable

To add a variable to your template click the ‘New Variable button’ on the right-hand Data pane, enter the name of your variable in the input field, copy the generated variable name then paste the variable into a text field.

Don't include spaces or any special characters in your variable names

Test Variable

When your template contains variables it’s important to test those variables with sample data to see what your documents will look like before you connect your template to a data source. Enter test values to the variable fields and click 'Save & refresh'

If this is the first time you are using 'Preview' you will see a blank version of your template in the Preview Pane as we do below.