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Automating your contracts, letters, or certificates starts with having the right information in the right place. By creating Variables in Sora, you can register custom fields such as NSS or CLABE, define who completes them (Administrator or Employee), and classify them by category, to then insert them directly into your documents and templates. In this tutorial, we show you step-by-step how to create a variable, use it when drafting a document, and preview the PDF with real data before sending it, so that your document generation is automated and error-free.
