Merge Fields in Document Templates: Overview

Merge Fields in Document Templates: Overview

What you can do: Add Information into Document Template

A merge field is a field you can put in a template to incorporate values from a record. For example, you can place a merge field in an email template so that the greeting includes the recipient's name rather than a generic “Hello!”

When creating document templates, merge fields will bring over information that is unique for every meeting, like client name, date and time of the appointment, your email signature, notes, etc. They can be added to document blocks using a button on the toolbar.

You can also just type a slash ( / ) and the name of the merge field:

Topic Merge Fields are responsible for bringing the notes into the document. They are the same as the Topics you organize notes under. If you add a merge field for a topic, any notes labeled under that topic (e.g. Investments) for a contact will appear in the document.

If the Topic Merge Fields is not in the template, the note under this Topic will not appear in the document.

You can change the settings of a Topic Merge Field for different purposes by clicking on it:

  1. Select the display options for notes under this topic.

    Bullet list, Numbered List, Check List, etc.

  2. Add a subtopic for client-to-do items, action items, or others.

  3. Switch the toggle to show or hide the topic title in the document


  1. Topic Merge Fields link to the Topics of the notes.

  2. You can create a client-to-do item by changing the Topic Merge Field's settings.

  3. How to Create and Edit a Document Template

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