Docs: a document inside every record — Tips

• Put the facts that change, such as the fee or the start date, in fields and bring them into the doc with {{. The doc can then never disagree with the record. • Name the version you send to a client ("Sent 12 May") so you can always find exactly what they saw. • Give a Doc field starting content before people start writing. A brief with its headings already in place gets filled in the same way every time.