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Updating variables in documents

You can easily make sure your document is up-to-date by refreshing the CRM variables you pulled from a third-party source such as Salesforce.com or Microsoft Dynamics. After a refresh, you can see which variables have been added or deleted from version to version.

Use these steps to refresh your CRM variables and pages:

  1. If the document is already published Create a new Version, if the Document is in a Draft state continue to step 2
  2. Click the Variables Tab
  3. Click the Refresh Variables button. All of the variables within your document will update
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