Merge Fields - Non-contact
Field List
| 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 |