Adding data markers to PDFs
Include data markers within PDF documents to automatically recall matter or contact information when generated on a matter.
To add data markers
You will need to have software which allows you to edit a PDF document
- Launch your PDF editor
- Upload the PDF document you wish to edit
- Select Form field
- Select Type, for example text
- Drag your mouse to create a field
- Right click on the field
- Select object properties
- Enter the data marker within the name field
Ensure the data marker contains these brackets at the start and end {{ }}
- Click save/ok
If your document already contains data markers
- Right click on the field
- Select unlock form field
- Right click on the field again
- Select object properties
- Within the name field add your data marker, for example {{matter.address.singleline}}
- If a data marker already shows in the field, amend accordingly
Once complete, save your document and upload to InTouch.
