Step	Action
1	Open a project, then open a document, then Edit Section to display the text editor.
2	In the text editor, type the dollar sign symbol ($). This will display a list of variables. Type a key word immediately following the dollar sign symbol to filter the list of variables ($page). From the list of variables, click the one you want to insert. This will insert the variable into the section.
3	In the Section view, the variable will be highlighted green: Return to document to view the data input from the associated project question response: If the associated question hasn't been answered yet, the document view and exported documents will display text "{{Missing Question Response}} - {{Question}}". To resolve this, go to the Question Responses substage then respond to the associated question:

System Variables

System variables are variables that are available in all organizations. System variables can be used any number of times within documents.

The system variables are:

System variable	Example	Description
$solicitation_type	Request For Offer	The full solicitation type that is chosen for the project.
$solicitation_type_abbreviation	RFO	The abbreviation of the solicitation type.
$solicitation_vehicle	California Multiple Awards Schedule	The full leveraged procurement agreement (LPA) type that is chosen for the project.
$solicitation_vehicle_abbreviation	CMAS	The abbreviation of the leveraged procurement agreement (LPA) type.
$document_title	Scope of Work	The name of the document you're working in.
$solicitation_name	#12456 - Telecommunications System	The name of the project where you're viewing the document.
$procurement_official_name	<Name>	The name of the user in the project role "Owner."
$procurement_official_email	Yasmin Villegas	The email address of the user in the project role "Owner."
$procurement_official_phone	555-123-4567	The phone number of the user in the project role "Owner."
$page_number	1	The page number of the document. Note: this will only be filled after you export your documents.
$total_pages	50	The total page number of the document. Note: this will only be filled after you export your documents.

Custom Variables (Administrators)

Administrators can configure custom variables on the Configuration page.

Custom variables are always associated with question responses.

Within document templates and project documents, custom variables can be used any number of times.

To create a custom variable:

Steps	Actions
1	Go to Configuration, open Question Responses, then click Add New Question.
2	Fill out the required fields. In the field "If you'd like to use the response to this question to populate a variable in section templates, give it a name", write your variable formatted with underscores between words. For example, release_date
3	Your variable will be created and available in applicable projects.

Adding Dynamic References in Document Sections

Steps	Actions
1	Open a project, then open a document, then Edit Section to display the text editor.
2	In the text editor, type the plus sign symbol (+). This will display a list of document and section titles. Type a key word immediately following the plus sign symbol to filter the list of titles (+statement).
3	From the list of titles, click the one you want to insert. This will insert the dynamic reference into the section. In the Section view, the dynamic reference will be highlighted with a green highlight.  When you return to document and when you export your documents, the highlight will not display, and the reference becomes a clickable link that directs the user to the referenced document/section. ​

Notes about Dynamic References

If you reorder or change the title of a document/section:

the system will automatically update all dynamic references.

If you archive or remove a document/section and add a new document/section in its place:

dynamic references are not updated automatically but can be manually replaced by users.