Using Scope Dynamic Fields in Output Templates

Overview:

Scope Dynamic Fields can be added as variables in Word or PDF output templates via the Output Editor, allowing project metadata to be automatically inserted into generated documents. Once inserted as placeholders (e.g., ${Field Name}), they populate with the correct values, such as a job number, when the document is created.

Pre-Requisite:

1. Users must have an activated SCOPE Better account.
2. You must have the right 'User Permissions' enabled on your account.

Steps: Accessing Fields in the Output Editor

1. Open your output template in the Output Editor.
2. Place your cursor where you want the field to appear.
3. Click on the "Variables" button in the toolbar.
4. Find your Scope Dynamic Field in the variables list. (it will be listed with the field name you created)
5. Click to insert the variable.

The field will appear as a placeholder (e.g., ${Job Number}) in your template and will be replaced with the actual value when you generate documents from your scopes.

Example Use Case: You can insert the "Job Number" field in the header of your proposal document so every generated proposal automatically includes the correct job reference number.

 

Need Help?

For users: If you're unsure what to enter in a Scope Dynamic Field in regards to the variable's or why a field is required, contact your administrator or project manager for guidance.