Dynamic Fields: How to Update Key Information Across All Your Projects at Once

Dynamic Fields let you define variables once — company details, metrics, pricing, compliance language — and update them in one place so every project that uses them reflects the change automatically.

Tip: Dynamic Fields work best for information that appears across many projects. For updates specific to a single project, Find & Replace is often faster.

Requirements

Custom Fields are available on Pro (up to 8 custom fields) and Enterprise (unlimited custom fields). Profile Fields are available on all plans. On Enterprise, only workspace Admins can create or edit Dynamic Fields.

Types of Dynamic Fields

Profile Fields — automatically pull information from a user’s profile, such as name, email, and contact details. Ideal for personalizing projects while keeping updates centralized.

Custom Fields — workspace-wide variables you define and assign a value to. Update the value once and all projects using that field reflect the change instantly.

Adding Profile Fields

Open your project and select the text object where you want to add a Dynamic Field.

In the Edit Text menu on the left, click Dynamic Fields at the bottom. You can also access Dynamic Fields from the Data tab in the left-hand sidebar.

Under the Profile tab, hover over the field you want and click Insert. The field will appear in your project highlighted in yellow. You can also add fields by copying and pasting, or by typing the keyword in square brackets.

Click Present in the top-right corner to preview your Dynamic Fields. The placeholders will be replaced with the actual profile information.

Adding Custom Fields

Go to the Custom tab in the Dynamic Fields menu.

Enter your custom keyword and click the Plus (+) button to add it.

Click the Edit icon to define the value, then click the Check Mark to save.

Tips & rules

– Updating a Dynamic Field value updates it across all projects where that field is used.

– Renaming or deleting a Dynamic Field affects all projects referencing it.

– All users in the workspace can view and insert Dynamic Fields.

– On Enterprise, only workspace Admins can create or edit Dynamic Fields.

– Use Dynamic Fields in Branded Templates to keep content consistent — updates to field values reflect automatically across all related projects.

Common uses

– Company size, number of employees, offices, or locations

– Product counts, service offerings, and core value statements

– Key business metrics such as customer counts or growth figures

– Compliance language and disclaimer text

– Pricing tiers, plan names, and feature availability

– Case study results like percentage increases or time saved

– Event details such as dates, locations, and speakers

Common issues

I updated a Custom Field value but some projects didn’t reflect the change | Make sure the field in those projects was inserted as a Dynamic Field — not typed manually. Only projects where the field was inserted through the Dynamic Fields menu will update automatically.

I can’t create or edit Custom Fields | On Enterprise plans, only workspace Admins can create or edit Dynamic Fields. On Pro plans, there is a limit of 8 custom fields. If you’ve reached the limit, you’ll need to delete an existing field or upgrade to Enterprise for unlimited fields.

I don’t see the Dynamic Fields option in the Edit Text menu | Make sure you have a text object selected before looking for the option. If the text box is not selected, the Edit Text menu won’t appear.

Find & Replace: How to Update Text Across a Single Project — the right tool for project-specific updates.

Brand Kit — Branded Templates: How to Keep Every Design On-Brand — combine Dynamic Fields with Branded Templates for maximum consistency.

Slide Library: How to Save, Access, and Insert Slides Across Presentations — another tool for managing reusable content at scale.