Pitchly Knowledge Base
  • Welcome to Pitchly!
  • Announcements
    • Q2 Product Updates Simplify Document Generation
  • Account Management
    • Manage Database
    • Permissions
  • Applications
    • Slides
    • Proposals
    • Forms
      • My Forms (all users)
      • Remove Responses
      • Editing form instructions
      • Manage a form
      • Forms Has Gone Dark
    • Documents
      • Conditional formatting
      • Copy templates across tables
      • Search text or images from a table
      • Undo and redo buttons
      • Table of Reference
  • Integrations
    • Templafy
    • SQL Connect
    • Zapier
    • API Keys
      • Creating an API Key
      • API Key Permission Options
      • Editing API Keys
      • App ID & App Secret
  • Single Sign-On
    • Single Sign-On Overview
Powered by GitBook
On this page
  • Insert text from database

Was this helpful?

Export as PDF
  1. Applications
  2. Documents

Search text or images from a table

Search through all of the table fields available to you in the designer.

In the template builder, you can use your custom table to generate fields into a live document. Couple that with referenced fields and now you have access to fields in other tables too! It’s exactly what makes Pitchly such a powerful tool.

Use the search bar to easily find the field you’re looking for.

Insert text from database

This button allows you to select fields from the database (aka table) you're in as well as any reference fields from the table of reference.

PreviousCopy templates across tablesNextUndo and redo buttons

Last updated 4 years ago

Was this helpful?