Wildcards are personalisation tokens / merge tags you can use and add into your document builder when creating a document template.Â
How does it work?
For example: When you indicate that you would like to use the Contact name wildcard, Vincere will look into the record in system, find the Contact name field, pull the value from and populate it in your template where you designate automatically.
 All you need to do is look for the wildcard you want to insert into your templates, click at the wildcard box and the wildcard will be auto inserted inside the templates where you place your censor.Â
