---
title: "Mergeable Content & Attachments"
slug: "mergeable-content-attachments"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/mergeable-content-attachments"
---

> ## 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

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Mergeable Content & Attachments**

*Document Templates Management › Manage Document Package Template › Mergeable Content & Attachments*

**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 **Files/Attachments** step (step 4 of the template editor) manages its document files: "Files merge in the order shown; drag a row by its handle to change it. Each file keeps a version history; the published version is the one a merge actually uses." The **Add file** button adds Word or PDF files, and the grid tracks the Published version, Type, Notes, Versions, Rules, and Flags (e.g. TOC) for each file. Each row has a **Versions** drawer for uploading and reviewing versions, and a **More actions** menu that opens the file's settings.

The mergeable content itself is written into the Word file as placeholder tokens. Database fields use **{---Display name---}** tokens from the **Mergeable fields** tab (see Select Mergeable Fields), the live equivalent of the legacy {---Placeholder---} syntax. Mergeable clauses, clause library references, and static content use their own **{--rmc--}**, **{--rcl--}**, and **{--stc--}** tokens.

# 2. Key Elements

- **Files/Attachments step:** step 4 of the template editor; lists every document file the template merges, in sequence order.
- **Add file:** opens a drop zone for one or more Word or PDF files. Each new file is added at the end of the merge order, published, and named after the file.
- **Row tools:** drag handle (reorder), **Versions**, **More actions** (⋮), **Rules and conditions**, signature-field placement, and **Preview published version**.
- **Versions drawer:** upload a new version, then download, preview, edit, or publish any version. Only the published version is used in a merge.
- **File settings:** Title, File name, Merge order, Access, Help text, file options, Password, and Protection.
- **Placeholder tokens:** {---Display name---} for mergeable fields, {--rmc--Display name--rmc--} for mergeable clauses, {--rcl--Display name--rcl--} for clause library references, and {--stc--Name--stc--} for static content.

# 3. Opening a Template's Files/Attachments Step

1. From the Contract Insight homepage, click the **Administration** icon at the bottom of the left navigation bar.
2. Search for or click **Document Templates**.
3. Click **Open** on the template you want to work with (see Template Overview).
4. In the wizard at the top of the template editor, click step **4 Files/Attachments**.

![Files/Attachments step with Add file, Search, and row tools highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-files-attachments-step.jpg)

The grid lists each document file with its row tools, Published version, Type, Notes, Versions, Rules, and Flags. Use the **Search** box to find a file on templates with many attachments.

# 4. Adding a Document File

1. Open the template's **Files/Attachments** step (see Section 3).
2. Click **Add file**.
3. In the **Add a document to this template** panel, drag one or more Word or PDF files onto the drop zone, or click **Browse** to select them.
4. To close the panel without adding a file, click the **X**.

![Add a document to this template panel](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-add-file-panel.jpg)

**Note:** Each file is added at the end of the merge order with its document published, named after the file. Word files merge their placeholders; a PDF is attached as it is.

# 5. Managing File Versions

1. On the **Files/Attachments** step, click **Versions** on the file's row.
2. The **Versions of [file]** drawer opens below the grid, listing each version's Version number, File, Title, State, Size, Uploaded by, and When.
3. To add a new version, drop a Word or PDF file on **Drop a new version here**, or click **Browse**.
4. Use the tools on a version's row to work with it (see the table below).

![Versions drawer with upload area and version tools highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-versions-drawer.jpg)

| Tool | What it does |
| --- | --- |
| **Download** | Downloads that version of the file. |
| **Preview** (eye icon) | Previews that version. |
| **Edit** (pencil icon) | Edits the file to create a new version. |
| **Publish** (check icon) | Makes that version the published version used by merges. Disabled for the version that is already published. |
| **More actions** (⋮) | Additional actions for that version. |

# 6. Changing a File's Settings

## 6a. Opening the File Settings

1. On the **Files/Attachments** step, click **More actions** (⋮) on the file's row.
2. Select **Manage this file's information**.

![File More actions menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-file-more-actions.jpg)

The **More actions** menu also lets you **Copy this file**, **Add mass signing placeholders**, **Download published version**, **Deactivate file**, or **Delete file and its versions**.

## 6b. Completing the File Settings

1. In the **File settings** panel, update the **Title**: what this file is called on the template and on the documents it produces.
2. Optionally enter a **File name** for the produced file. Leave it blank to keep the uploaded file's name, or use **Insert a merge field** to fill part of the name from the record.
3. Set the **Merge order** with the arrows or by typing a number. The other files shuffle around this one.
4. Choose who can see the file in **Access** (for example, Internal only).
5. Enter any **Help text** to show whoever works with this file on a document.

![File settings panel: Title, File name, Merge order, Access, Help text](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-file-settings-top.jpg)

1. Scroll down and select the options that apply under **This file** (see the table below).
2. Optionally enter a **Password** and choose a **Protection** level for the produced file.
3. Click **Save** to apply your changes, or **Cancel** to close the panel without saving.

![File settings panel: file options, Password, Protection](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-file-settings-options.jpg)

| Option | Description |
| --- | --- |
| **Is in use** | The file is included when the template is generated. |
| **Must be completed before the document can move on** | The file must be completed before the generated document can move to its next step. |
| **Is for reference only - it isn't merged** | The file is attached for reference and its placeholders are not merged. |
| **Rebuild its table of contents after merging** | Updates the file's table of contents after the merge (shown as the **TOC** flag in the grid). |
| **Produce it as a PDF** | The merged file is produced as a PDF. |

**Note:** The bottom of the File settings panel shows the file's Reference number, version count, and who added and last changed it.

## 6c. Changing the Merge Order

Files merge in the order shown in the grid. To change the order, either drag a row by its handle (⠿) on the **Files/Attachments** step, or change **Merge order** in the file's settings (see Section 6b).

# 7. Placeholder Tokens

Mergeable content is placed in a Word file by typing the token where the value should appear. The token for each mergeable field is shown in the **Placeholder** column of the template's **Mergeable fields** tab (step 1, Core setup).

1. Open the template and click step **1 Core setup**.
2. Click the **Mergeable fields** tab.
3. Copy the token from the **Placeholder** column into the Word file, then upload the file as a new version (see Section 5).

![Mergeable fields tab with placeholder tokens highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/07-mergeable-fields-placeholders.jpg)

| Content type | Token format | Where it's managed |
| --- | --- | --- |
| Mergeable field | {---Display name---} | Mergeable fields tab |
| Mergeable clause (optional) | {--rmc--Display name--rmc--} | Mergeable clauses tab |
| Clause library reference | {--rcl--Display name--rcl--} | Clause library references tab |
| Static content (text or merge date) | {--stc--Name--stc--} | Static content tab |

# 8. Quick Reference Summary

| Task | Where / How |
| --- | --- |
| Open a template's files | Administration → Document Templates → **Open** → step **4 Files/Attachments** |
| Add a document file | **Add file** → drop files or **Browse** (Word or PDF) |
| Upload a new version | **Versions** → **Drop a new version here** or **Browse** |
| Publish a version | **Versions** → check icon on the version's row |
| Edit a file's title, name, access, or options | **More actions** (⋮) → **Manage this file's information** → **Save** |
| Change merge order | Drag the row handle, or set **Merge order** in File settings |
| Preview the published file | Eye icon on the file's row |
| Find a placeholder token | Step 1 Core setup → **Mergeable fields** tab → **Placeholder** column |