Variable Data Management
Users no longer have to manually enter customer data into documents. With Octiv you can place advanced dynamic content into documents using variables. With variables, information can be automatically pulled from other sources into your documents.
Variables are used to power automation, personalization and the structure of Octiv documents. Variable data used in Octiv can be mapped from from multiple sources, reference individual document properties, and can be retained or updated with each version of a document.
- Variable data mapping
- Data to drive hide/show logic
- Variable data is kept with each version of the document
- Multiple sources can be used to merge data
- Create custom variables
- Refresh variables to easily keep documents up-to-date with the latest data
Use out-of-the-box document variables or variables from your CRM, eSignature, or Form provider.
Use CRM variables within a document to display dynamic content
Click the image for a larger view
Want to learn more about document generation?
Download the Document Generation datasheet now.