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Records store one named set of variable values for a document, such as one customer, offer, contract, or case. They let you reuse a single maintained document without creating a separate document copy for every output.

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Create a record

  1. Open Records in the document sidebar.
  2. Click the add button.
  3. Enter a label for the customer or case.
  4. Fill the form generated from the document’s current variables.
  5. Review the live preview, save the record, and choose an export format when you are ready to render.
Text, number, image, list, and table variables use type-specific controls. Images can be uploaded as protected document assets; tables can be edited as a grid rather than raw JSON.

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Edit and preview

Open an existing record to edit its typed values next to a live document preview. Preview changes are rendered against the document version pinned to that record and do not overwrite the saved values until you explicitly save. This makes it possible to verify an older customer output even after the source document has evolved. Each successful export stores the resolved input snapshot and output metadata with the record. Re-exporting an old record therefore remains traceable instead of silently adopting unrelated current defaults.

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Compatibility when variables change

Records remain associated with the document version they were created for. Autype compares their values with the current variable definitions and reports:
  • missing values,
  • unused values,
  • type mismatches, and
  • missing variable definitions.
You can update a record for the current document or keep an older record pinned to its historical version and export it again. This prevents later variable changes from silently changing an old customer output.

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Import and bulk

The second view in the Records panel supports two workflows: Use temporary bulk output for one-off batches. Use imported records when the customer/case data and its render history must remain available.