--- title: "Mergeable Content & Attachments" slug: "mergeable-content-amp-attachments-1" updated: 2026-10-29T17:01:15Z published: 2026-10-29T17:01:15Z canonical: "wiki.cobblestonesoftware.com/mergeable-content-amp-attachments-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Mergeable Content & Attachments ### **Mergeable Content & Attachments** **Content Setup: Mergeable Content & Attachments** The next step is looking at mergeable content. This is where users can copy the placeholders and put them into the template. You can find this by navigating to Content Setup on the sidebar. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(10).png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(11).png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(12).png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(15).png) **Note:** when pasting templates be sure to past them in the same formatting as the rest of your document. Also, treat the place holders as a word putting a space before and after just like you would normally. Ex -This {---Company Name---} is…. When finished copying, go to the attachments tab. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(16).png) **Attachments** ![The attachment tab where you can configure attachments within a Document Template.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/MergeableContent_1.png) Once on the attachment page you’re able to upload and manage documents within the template. Click Add New Document to get started with uploading your first document in your template. ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(21).png) 1. Add Web Document: This option will send you to the Online Editor and using this you can edit the document within CobbleStone allowing you to stay within the software while you edit. 2. Import Cloud File: This option will ask what application you would like to import from. You can configure these by navigating to My → Cloud Drives. 3. Upload Files: This option allows you to upload files from your local machine. 4. Document Builder: This option is an HTML document builder that allows users to construct and assemble a new document or file directly within Contract Insight. Expand an attachment on the grid and click the Actions drop down for an uploaded file ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(19).png) Click Actions drop down for the Files/Attachment Versions and select Manage Version Information ![Using this window you can modify the version information of the attachment on your Document Template.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/ManageVersionInfo_1.png) **NOTE:** if you have the **Document Authoring Module** this is where, by clicking the **Actions** dropdown on the top level attachment grid and clicking Manage File’s Information, users can protect the document with a password as well as set the track change settings for the file as well. ![Managing File Information allows users to set passwords for their attachments as well as configure the track changes on the file.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/DocumentProtection_1.png) ![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/image(22).png) - **Document Protection:** - Specify the protection level of the file after it has been merged or generated. There are three (3) types of protection levels that can be specified. Document Protection Levels: 1. **Allow Only Reading (Viewing Only** 1. All management is disabled. 2. **Track Changes (Revisions & Comments)** 1. Enables management of document but only with red line track changes. 3. **No Protection** 1. There is not protection applied to the document. When using the password and protection level options together, users can set up a document that could force red line track changes for any editing of the document as well as password protecting the document so that track changes cannot be disabled. Select the option and click **Save**. Once this has been saved, a user can [Generate Documents](https://wiki.cobblestonesoftware.com/docs/generate-new-document-package). **Note:** Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments. # 1. Overview A template's **Content setup** step (step 4) manages its **Document files**: "Files merge in sequence order. Each file keeps a version history; the published version is the one merge actually uses." An **Add file** button adds files, and the grid tracks #, Published version, Type, Notes, Versions, Rules, and Flags (e.g. TOC) per file, with a Versions drawer for uploading and reviewing prior versions. Mergeable **placeholder** content itself is inserted via the **Mergeable fields** tab as {---Display name---} tokens (see Select **Mergeable Fields**) — the live equivalent of the legacy {---**Placeholder**---} syntax for both database-field placeholders and, on Mergeable clauses and Clause library references, the {--rmc--}/{--rcl--} clause tokens. # 2. Key Elements - A template's **Content setup** step manages its **Document files**, merged in sequence order - **Add file** adds a new document; each file keeps a version history and the published version is the one a merge uses - The grid tracks Type, Notes, Versions, Rules, and Flags (e.g. TOC) per file - **Placeholder** content is written as {---Display name---} tokens from the **Mergeable fields** tab, with parallel {--rmc--}/{--rcl--} tokens for mergeable and referenced clauses # 3. Quick Reference Summary [TODO: content needed]