Data fields fill forms and email templates with information from Property Matrix. They let you personalize a document even when sending it to multiple people. Data fields work similarly in forms and templates, though the available fields may differ.
Insert a Data Field
Click where you want the field to appear in the form or email editor.
Click Insert Datafield.
Choose the tab for the information you need, then select the field from its dropdown.
Click OK to insert it.
Some editors show only a dropdown instead of multiple tabs. This limits which information can be used there. Contact support if a field you need is unavailable.
Insert each data field using the button, even when using the same field more than once. The field contains hidden information that is lost when you copy and paste its visible text.
A field may look long in the editor, but the finished document uses only the space needed for its value. For example, [[tenant.citystatezip]] might appear as New York, NY, 10001 when sent.