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Template for invoice google docs for Security

welcome the Google team is excited to inform you of this amazing update Google has launched a way to simplify workflows and Google Docs with a new smart chip the new smart chip is called variable chip this variable chip this new feature will make document creation for things like invoices contracts and broader Communications so much easier the variable chip will allow you to Simply pre-define and insert placeholders such as client name contract number address and so much more using these variable chips will allow you to have Dynamic placeholders and ways to make templates creation so much easier we'll be able to implement custom building blocks which is coming shortly or using the document as a template we're going to go ahead and dive deeper about this amazing update as you can see I'm currently in a Google doc as I previously mentioned this new feature variable chips is a great way to use incuration of templates and one of the templates that many of us may need is a email template you may be aware of or not regardless I'm going to show you today is that there is a building block called email draft and this is a great way to incorporate the new feature as well with an email draft building block because many of us need email templates and sometimes we need those variables those placeholders to just quickly be changed and this is a great way to do so so in this particular document I have already insert and I went to building blocks and I clicked email Direct if you need me to learn more about the email draft update go ahead and check the description below to learn more on how this works with that I'm going to go ahead and type in the email address that I want to send this particular email to I can type in the at sign and type in a person that I want to send this to you can add multiple users as you can see just type another app sign pull up the directory through the search menu of the at sign and you'll be able to add more you can do the same thing with the CCC and the BCC for now we're just going to do the two then you'll notice in the subject line reminder submit timesheet as we know timesheets are due weekly bi-weekly monthly and the due date is constantly a that's right a variable it constantly changed so this is a great example where I can add the new smart chip variable chip so I'm going to go ahead and use the at search menu I'm going to go ahead and use the at symbol and when I do so you'll notice under smart chips you will have a new Option choose variable once you do that you name your first variable I'm going to go ahead and call it due date and hit create now if you don't like the app search menu no worries you can always go to insert locate smart chips and then find the variable chip now this is great I have the variable right here but I also want the due date to say just a quick reminder that timesheets are due at the day that I want to put in there and then 5 PM is going to be the time always inside this email draft so now this time I'm going to go ahead and do the app menu again and this time I can just type in due date because that is one of my variables that I've already created and I'm going to select due date you'll notice on the right hand side next to your side panel is that you have a new variable dashboard and it will allow you to add new variables here as well and then obviously you can select the variable that you are wanting to edit or delete select delete by clicking on the trash pan or you can click the pencil and edit the name if you choose to so again a great way to adjust your variables in the masses with this dashboard on the right now you have created this amazing template it's inside your Google doc but now the due date needs to be filled in so for this example I'm going to go ahead and click on the due date and I'm going to type in the date that the timesheets are due in this case I'll select the June 14th 2023 and I'm going to type in that due date in that variable placeholder I'm going to go ahead and click off that or enter and you'll see that June 14th populated in both of those variable chips as you can see it's in the subject line and it's inside the document itself now keep in mind you can add additional variables not just one I could go ahead and type hello add a new variable using the app menu type in variable and I could say insert our new variable and say name and then I can this will also give me that visual indication that I probably need to update this particular area go ahead and type in the name and I'm good to go and if that variable was placed in multiple locations on the document and it was set to the variable name it would then populate throughout the entire document in this training I'm just going to give you an added bonus as I mentioned this is the email draft building block now you can use this within a plain Google doc which I'll show you here in a minute however this is a great example of creating a template a canned response and emails is one of those ways that we're always sending the same information and Google has made it easy for you you can just quickly click on the Gmail icon pull it up it will bring it up in preview before you click send you can review it one more time you can see then it says hello Jessica here is the due date I'm in the criteria of the email and in the subject line and guess what hit send and that is how it works within the email draft then the other thing I want to show you is just another way of using the variable chips as I mentioned earlier it's good for contracts invoices and Etc this is a privacy policy and many of us have always done it very similar to what it shows on the screen you have a highlighted section you have the brackets and those are the visual indicators to make sure that you enter that information in this is a great way to incorporate the variables inside here instead so you can go for example where I find insert company name with the brackets which is the formal way that we've always done it you can just go ahead and remove those brackets start using the variable chips I'm going to type in variable I'm going to now replace it to say company name create and then I would find the company name other places so let's say example company name is right here I could just quickly say company name needs to be populated in this spot and so on and now I'm ready to complete those variable chips I go inside here I'm going to type in Ocio and it tells you that this particular variable chip is placed two times in this particular document this is a great way to adjust your contracts your invoices your correspondence your communication and so much more with that I encourage you to check out the resources posted below to learn more about this amazing update thank you