Dynamic Text Elements

Prerequisites

The creation of a Dynamic Text Element is the same as creating a standard dynamic document.

• Open an empty Word document
• Configure the document for the purpose with the needed content controls (in this case do we use one dropdown form and two text forms)

• Then "Enable as template" in Settings in the Template Designer. 
• Now save the document and upload it as a Text Element in the Admin Center.
• When the document is uploaded, select whether to make it available for Word, Outlook or both.
• Attach the specific form to the document.
• The Text Element will now appear in the Templafy window
• When clicking the Text Element will you be prompt to fill out the dynamic elements

• Then fill out the fields with the needed values

• These values are then Dynamically inserted into the document as expected