Table of contents

Merge Fields - Non-contact

Last modified 11:55, 8 Sep 2014
Table of contents

Overview

Different merge fields are available based on the library that the template is for. This section lists the fields and where they are populated from. This page shows the fields that are available for use in non-contact related templates.

Field List

Edit section
Merge Field Name Window Tab Section > Field

FileName

Create Document

Document Details

Filing Details > File Name

DateCreated

Generated on creation

DocumentId

Generated on creation

AddresseeLine1

Create Document

Letter Details

Preview/edit letter information > FAO Mailing Name

AddresseeLine2

Create Document

Letter Details

Preview/edit letter information > Mailing Name

Address1

Client/Contact

Main

Primary Address, Phone and Aliases > Address (line1)

Address2

Client/Contact

Main

Primary Address, Phone and Aliases > Address (line 2)

Address3

Client/Contact

Main

Primary Address, Phone and Aliases > Address (line 3)

Town

Client/Contact

Main

Primary Address, Phone and Aliases > Town

County

Client/Contact

Main

Primary Address, Phone and Aliases > County

PostCode

Client/Contact

Main

Primary Address, Phone and Aliases > Postcode

Salutation

Client/Contact

Main

Primary Address, Phone and Aliases > Salutation

CreatedBy Employee (Amend Employee Name) First + Last

CreatedbyEmployeeCode

Employee

(Amend Employee Name)

Code

Heading1

Create Document

Letter Details

Preview/edit letter information > Heading 1

Heading2

Create Document

Letter Details

Preview/edit letter information > Heading 2

DocumentDate

Create Document

Letter Details

Preview/edit letter information > Document Date

The From fields all pertain to the employee that is selected in the From field in the Addressing information section of the Letter details tab on the Create Document window. 

FromPref

Employee

(Amend Employee Name)

Pref

FromFName

Employee

(Amend Employee Name)

First

FromSName

Employee

(Amend Employee Name)

Last

FromFullName

Employee

(Amend Employee Name)

First + Last

FromMailingName

Employee

(Amend Employee Name)

Mailing Name

FromUsername

Employee

Main

U/Name

FromEmail

Employee

Personal

Phone > E-Mail

FromEmployeeCode

Employee

(Amend Employee Name)

Code

FromEmployeeTel

Employee

Personal

Phone > Phone

FromRole Employee Main Stationed > Role 
FromSignature Employee Personal Phone > Signature
The Signatory fields all pertain to the employee that you select in the Signatory field in the Preview/edit letter information section of the Letter details tab on the Create Document window. 

SignatoryPref

Employee

(Amend Employee Name)

Pref

SignatoryFName

Employee

(Amend Employee Name)

First

SignatorySName

Employee

(Amend Employee Name)

Last

SignatoryFullName

Employee

(Amend Employee Name)

First + Last

SignatoryMailingName

Employee

(Amend Employee Name)

Mailing Name

SignatoryUsername

Employee

Main

U/Name

SignatoryEmail

Employee

Personal

Phone > E-Mail

SignatoryEmployeeCode

Employee

(Amend Employee Name)

Code

SignatoryEmployeeTel Employee Personal Phone > Phone

SignatoryRole

Employee

Main

Stationed > Role 

SignatorySignature Employee Personal Phone > Signature

 

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