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Lesson 3: Create a variable in the Central management component

When you create a variable, you can store it in the template or in the Central Management component. When a variable is part of the Central Management component, other users in your organization can use the same variable in their templates.
You can also create a data source schema instead of a variable and complete the steps for that instead.
  1. Click Central Management > Create asset.
  2. For the asset type, select Variables, select a location to save the variable, and click Next.
  3. For the Name, enter: varReviewer
  4. Optional: For the Value, you can choose to enter a default value for the variable if during document generation, no reviewer is selected. Example: No reviewer selected.
  5. For the Override user value field, do not select the check box. By not selecting it, the users generating the document have the option of entering a different default value than the one entered in the previous step.
  6. For the Tags, enter the following items separated by commas: reviewer, approver
  7. For the Description, enter: The variable for selecting a reviewer of a document.
  8. Do not select the Private asset check box because this asset is to be available to any user. The details described in the previous steps displayed in the user interface.
  9. Click Finish. A confirmation window displays.

Lesson checkpoint

You have created a variable in the Central Management component.
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