Standard Document Text can be used to easily merge static information, like internal Company details. For example, it can be used to enter your standard Terms & Conditions or your company registration number, into multiple document templates. This works by inserting a special Search and Replace Field into the document template. By using Standard Document texts, you then only need to update the information once, rather than on each document template, saving you time and helping you avoid errors.

To create and manage Standard Document Text, go to the navigation menu, click on the Settings, then select System Settings.

Once within the System Settings, navigate to the Emails & Documents page and scroll down until you reach the Standard Document Text configure option or click here.

By selecting the 'Click to Configure' link, the Configure Standard Document Text window will open. Here, all of your current Standard Document Texts will be listed. To add a new one, click on the plus icon in the top right-hand corner.
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If you are looking to change any information, for example, if you just moved address and so need to update this merge field in your documents. Navigate to the Configure Standard Document Text area and click the Pencil Icon to alter the information.

You'll then be asked to enter some information about the New Document Standard Text. Firstly, enter a code to be used as part of the Search and Replace field. This should be relevant to the information that will be included in this Standard Document Text.

Once happy with the information entered, click 'Create'.

From the detail view, you can either type out the text to be included or paste in the text and your new Standard Document Text can be used!

To add a Standard Document Text to a document template, use the following Search and Replace field:

{StandardText.yourcode}. 

For example, for this Virus Standard Document Text, you'd enter {StandardText.virus}.