With Version 8, Merge fields or Variables for documents are grouped into categories based on their respective locations in CollectMax.
Note: This is a Version 8 Feature. For information on obtaining this or any other feature, please contact the Sales Department
So if you wanted to add the debtor’s claim reference number for example. From the Add-Ins tab of your document, go to the drop down menu on the left and select Claim. Then in the drop down menu on the right, you will see the claim related variables including REFNO.
Hint: You can also add your more commonly used variables into Favorites.
When you’re ready to add variables to the Favorites group, go to Definitions>Variables>Variable Group Assignment. Then for each existing group, find the variable you want and check the box in the Fav Column. Click the Save button, and you’re done.
The variables are now in the Favorites group.
Note: The fields added to Favorites are system wide. Any variables added to favorites by any user will be in the group for all users.