Editor: Insert Placeholders

Prerequisites

• You have a document open in the Contract Editor.
• The contract is in Draft or Revisions Requested status.
• The toolbar is visible and editable.

Steps

• 1. Open Insert Placeholder Dialog: Place the cursor on the desired part of the document. In the toolbar, click the Insert Placeholder icon. The Create Placeholder dialog appears.
• 2. Enter Placeholder Name: In the Placeholder name field, type a variable name (e.g., CompanyName).
• 3. Choose Capitalization: Select a capitalization option from the Capitalization dropdown: None, Title Case, Sentence Case, Upper Case, Lower Case.
• 4. Create Placeholder: Click Create. The dialog closes and the placeholder is inserted at the cursor position.
• 5. Verify Placeholder: Confirm the placeholder appears inline, e.g., {{ Company Name }}.

Tips

• Use meaningful names to identify variables.
• Choose capitalization to match document style.
• Placeholders will be replaced during contract generation.
• Use the variable popup menu to edit or remove placeholders.