Many times we find ourselves needing to use information that we have or that our clients have given us to create a document. However, we don't want to waste time copying and pasting the information from one place to another, or editing the document.

Once we have the information we need, it would be great if it could be automatically copied and pasted to those places in the document where we want it to appear, wouldn't it?

It is possible! With Parallel you can generate documents automatically with the help of the answers and information that you or your clients complete.

How? Thanks to the field references.

What can you find on this page?

Creating dynamic texts means that the information you or your clients fill in a Parallel can be automatically copied to any field description (of the same Parallel).

Thus, you can set up any template so that the answers of the fields you choose are automatically copied into the descriptions of other fields.

This is especially useful for generating legal documents and contracts.

Let's see how it works with the following example:

1. You have a template with a field in which you ask your client the full name of his/her company.

2. Now, you want to use the answer to the company name in another field of the same template.

In other words, you want to automatically copy the answer from this field (your company name) to another place in the template.

3. To do this, we have two options:

Option 1: Go to the Field settings of the field whose answer you want to copy. You will see that at the bottom there is the References setting.

You can choose any word to reference a field reply. In our example we will use the reference "company".

Option 2: From the Contents (table of contents) list of the template, go to the field whose answer you want to associate a reference to and select the Create reference button.

A window like this will open to enter the reference you want:

4. Now, if you want to include the answer to this question in the description of another field, go to the Content (table of contents) section of the template:

In the field where you have entered a reference, in our example the "Legal entity name", an option will appear to copy the reference to your clipboard.

Once you have copied the reference to this field, you can paste it in the description of any other field so that, when the reply is completed, it appears in all the fields where you have pasted it.

5. For example, we include the reference of the previous example in the description of another field. It will be automatically inserted between two brackets, like this:

👀 Go to the Preview tab to see how it looks like!

You will see that the reference {{ company }} will be replaced by the reply to the other field (to which you have assigned that reference).

If you start entering references in your templates you will see that when it comes to copying and pasting plain text, the references are automatically pasted between these symbols.

However, there are two special cases:

Now that you have learned how to generate dynamic text, we encourage you to continue learning and enhance your processes with the following guides: