New Dynamic Templates Function

We have released an enhancement to Dynamic Templates. The new support function setVar allows you to compute a value once, give it a name, and reuse that name throughout your template — the same concept as a variable in a programming language.

How can I use it?

Create or edit a Dynamic Template by navigating to Settings > Loan > Dynamic Templates > Dynamic Template Management. Then, use the following syntax in your DOCX or HTML file.

To set a variable in a dynamic template, use the following syntax: [[setVar({input-value-or-function}, {output-var-name})]]

You can also insert a formula into setVar using the following syntax: [[setVar("evalFormula('(+ 1 1)')", 'myValue')]].

To use a variable, call it by using the following syntax: [[myValue]]