Overview
Merge fields that access an entity's details can be added to existing templates and custom reports. This allows you to further customise reports to specific needs.
This article outlines some of the more commonly used merge fields. Each section will outline what the merge field is used for and provide examples of how it will display on generated reports.
Important - Merge Fields need to be copied from the Custom Report Template
Any merge field needs to be directly copied and pasted from the Custom Report Template in order to maintain a suitable format for when a document is generated.
If a merge field is not directly copied and the format is not recognised, documents can have issues capturing the necessary details or even fail to generate entirely.
- For instructions on how to download the Custom Report Template, click here.
For information on how to set up custom reports or templates for existing reports that use these merge fields, please refer to the following articles:
The Bulk Trustee Digital Signing Merge Field can be used in Word documents to generate digital signing fields for all trustees.
- Document containing the merge field: Bulk Trustee Digital Signing Merge Field Document
- See How to set up Word documents for digital signing for more instructions.
*Note - This merge field is only available in Word Documents
|
Merge Field |
Description |
|
|
This merge field allows you to generate a signing field for each of the Trustees added in the Entity Relationships screen. |
Important
The text above the dotted line («${Person.DigitalSignature}») is intentionally transparent to facilitate a digital signing field.
Copying the Person.DigitalSignature field is required to facilitate digital signing.
Elements in this merge field such as formatting or content can be edited in the template.
The following tabs outline some examples: