Variables
A variable allows a single value to be reused across multiple documents and updated in one place.
A variable record has a Variable Name, a Variable Type (for example, QMS or TechDoc), and a Variable Value. Variables are created and edited in the web Content Manager: select Add to open the New Variable form, or the pencil icon to edit an existing one.
After you enter the details, selecting Save (rather than Save & Close) keeps the record open so you can link the variable to its QMS Categories or TechDoc Categories. Categorising a variable this way makes it easier to find later, it can then be narrowed by category in the Filter by Categories / Projects list when inserting.
In Word, the Insert Variables tab lists the available variables, which can be narrowed by search, type, or category. Selecting a variable shows its current value and an Insert Into Document action, which inserts it at the cursor as a tagged field.
To change a value everywhere it is used, edit it centrally. In the web Content Manager, select the variable, update its Value, and select Save.
The documents that use the variable are then listed with their Status and a Content Match indicator (Match or Does not match). To push the new value into the documents that are out of date, select Overwrite for each and then Overwrite.
How to Create and Insert a Variable
In the left navigation, under QMS Documents, select Content Manager, then Add.
Enter the Variable Name, set the Variable Type, and enter the Variable Value.
Select Save. Selecting Save rather than Save & Close keeps the record open so you can link it to its QMS Categories or TechDoc Categories for easier navigation later.
In Word, open the Content Manager panel and select the Insert Variables tab.
Find the variable, then select Insert Into Document to insert it at the cursor.
How to Update a Variable Everywhere
In the web Content Manager, select the variable.
Edit its Value and select Save.
In the documents list, select Overwrite for the documents to update, then select Overwrite.
