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Finding document variables and tags

Find and copy document variables for your PDF templates by module, and see which non-line item variables you can also use in emails.

1. Click here.

Zigaflow dashboard with the settings gear icon highlighted in the top-right toolbar, next to the notifications bell

2. Click "Document Templates".

Settings menu list with Document Templates highlighted, between Customer Portals and Domains

3. Click on the module you want to search for.

Document Templates settings with the Invoices tab highlighted in the module list below Quotations and Delivery Notes

4. Click "Search Variables".

Document Templates screen with Invoices selected and the Search Variables button highlighted next to Deleted Templates

5. Use the search box to narrow down the list of tags.

Invoice Variables search box highlighted with "Price" entered, filtering the Invoice Information tab to five matching tags

6. The lists are split by function. "Line Items" corresponds to the items' grid. Click on a variable to copy it.

Invoice Variables window on the Line Items tab, filtered by "Price", with the {ItemKitPriceFromItems} variable highlighted to copy

Learn more: document templates in Zigaflow

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