Select Mergeable Fields

Select Mergeable Fields   

Manage Document Package Template: Selecting Mergeable Fields

Note: Only authorized or licensed users may have access to this functionality.

After completing the overview, click the Mergeable Fields tab. Mergeable fields can be selected from all associated tables & fields (based on the template’s area). As fields are selected, the names of the fields are shown with a boxed area containing the description of the field (if any) as well as a line to provide a Display Name for each field. The display name is used specifically for this document package template and is part of the placeholder that is used for the mergeable field.

The list also shows if any of these fields are used within any of the areas for rules and conditions within the template. These areas are:

• Template Availability conditions

  • Set on the Rules & Conditions page.

• Approval and/or Signature Group conditions

  • Set within the two areas for Approvals & Signatures

• Attached Files

  • Set by clicking Attachments.

• Mergeable Clauses

  • Set by clicking Mergeable Clauses.

To Add a Field to the Mergeable Fields grid:

1. Click Add Field

2. Select the table and field

3. Modify display name if needed and click Save

To Remove a Field from the Mergeable Fields list

1. Click the Actions drop down on a field in the Mergeable Field grid.

2. Click Delete and click OK

Note: If a field is merged into a template, it will not be removable from the Mergeable Fields tab.  Also, if you plan to have certain rules and conditions around this template (i.e. – This template can only for a certain Contract Type but you will not need the Contract Type merged) you will still need to drag that field over to make an available mergeable field.

To start the creation of the new document template, click Create New Template on the side menu.