5. Here, you'll see prompts to assign people to the doc. Continue down this web page to learn how.
NOTE: You may see a pop-up box that says, "Review tokens." Just hit the X
For the cover page, you'll need to change the date (if you're editing the page multiple times) and make yourself the KEY CONTACTs.
IMPORTANT: if you've already added the token value, but need to change it, it's important that you follow this same process. Make sure you click the token until the grey box comes up!
Here is how to remove some parts from the document:
Sometimes students will fill out the questionnaire before they finish high school. For example, a student who is in the 11th grade will not have information for their 12th grade table.
One place you may want to remove columns is in the Course Progression Table. If they have not taken the 12th grade, yet, you may not need that column! Here's how you remove it.
Some tables may have some rows you don't need. Here is how to remove them.
In some cases, you may want to keep the actual row/column/table, but during your meeting with the student, you may want the token information to be gone, but the box to be blank. That way you will be able to fill in the boxes during your meeting.
In Harry's 10th grade Course Progression Table, we want to keep these two bottom rows, but remove the tokens and make those cells blank. Then during our call with him, we want to fill them out with information he tells us on the call.
Full disclosure: this is a real pain.
Values in square brackets from templates are converted to tokens only on document creation. Meaning when you created the document at the contact level in HubSpot. It means that if you've deleted a token in a document, then the same phrase in square brackets won't be converted to a token on the fly.
You're much better off just hitting the "undo" keys on your keyboard if you've just deleted the token, but if that's not the case, there is a workaround.
However, I would recommend you reach out to Stephanie Tran at firstname.lastname@example.org for assistance. It's better that she just does this for you.
If you wish to try this yourself, what we will do is add a content block with the token you need to put back in and replace your current content block with the new one.