And I want to send the letter pretty frequently, but the client name ("Brian") and the file name ("EasyTemplate.ott") are going to change each time.Dear Brian,
Re: Your Document EasyTemplate.ott
Hey Brian, thanks for your work. As you had requested, I've attached a copy of your document as EasyTemplate.ott. If you have any questions, let me know.
Thanks again Brian,
I can kind of do this by using CTRL-F2; Variable; Set Variable, Name: "ClientName" Text: "Brian" and then use Variable; Show Variable to put Brian's name in elsewhere. If I then save it as a template, I can double click on the spots where the variable is first set and change the Text: to "Dave" and it will automatically update in the other locations.
This is close to what I need, but I'm wondering... Is there a way to create a template so that when I open it, it will prompt me for the variables I need to set (like a popup)? Or can I have a list of variables at the top of the page that need set, but not have them show up in the final version? Or other (preferably simple) workarounds that will let me fill in the parts of a form that need changed and autoupdate it elsewhere throughout the document?
Thanks,