Examples

Use Case 1: Prefill details in a project closeout survey

Put INS commands into text fields in a project survey PDF to prefill details from the project.

Example data:

{
    Opportunity: { Name: "Acme Consultation", CloseDate: "2025-10-09", BusinessLead__r: { Name: "John Doe" }, ProjectSponsor__r: { Name: "Jane Hart" }, ProjectManager__r: { Name: "Jill Buck" } }
}

Template Document:

Output:

Notes

• Use helpers such as c() and p() with INS to format currency and percentages.
• Variables defined in EXEC commands can be utilized in INS commands as well.

Next Steps

• About INSERT

• INSERT in Word

• INSERT in Excel

• INSERT in PowerPoint