Why don't my tokens work?

There are several reasons to why tokens don't work:

1. Check whether you're on a document or on a template. Tokens can be added to Templates or the Content Library, but not Documents;
2. If you are on a template and don't see tokens, you might have created a template via upload. Tokens work on Editable templates only;
3. Check whether your token(s) have special characters. We support only periods (.) and underscores (_);
4. Tokens cannot be added to pricing table fields that only accept numerals. (i.e. Price, QTY fields in a Pricing table);
5. Tokens will only work on a document body. They will not work in the document name, saved messages, or email subject/body.

Please find more information on tokens here.