Add text tokens
Customise templates with Contact data by using tokens. Tokens are available under the Module Fields and Connection sections in the left-side panel. A token is available for each standard and custom field against that module and connection. Access the tokens by clicking on the down arrows next to the field type.
This expands the field options. To use a token, click on the plus icon next to the field name. It will copy the token so it can be added to a text field.
To auto-populate a Contact's name in a form, select the plus icon next to the field name, navigate to the text box where the Contact name should be and open the text box to edit the field. Paste the token in the text box where it should appear when the document is generated (in the example below it will be next to the test 'Contact Name:'). The text that has been added, ##@token.customer.fullName##@, is the token for that field value. The actual Contact name associated with that module will replace the token when generating the document.
Use the Current date & Current time tokens available underneath the Useful Tokens at the bottom of the article to have the current date and time captured in the document when generating the document.
Click the Save Template icon to save all changes.