---
title: "Select Mergeable Fields"
slug: "select-mergeable-fields-2"
updated: 2026-10-29T17:01:15Z
published: 2026-10-29T17:01:15Z
canonical: "wiki.cobblestonesoftware.com/select-mergeable-fields-2"
---

> ## 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.

# Select Mergeable Fields

**COBBLESTONE SOFTWARE**

Contract Insight — User Guide

**Select Mergeable Fields**

*Document Templates Management › Manage Document Package Template › Select Mergeable Fields*

**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

Mergeable fields are the record values that replace placeholders in a document template. A template's **Mergeable fields** tab reads: "Each field replaces {---Display name---} in the document. Fields come from this template's own table and the tables joined to it — the same joins the merge performs, so anything listed here can resolve to a value." An **Add merge fields** button adds fields, and the grid tracks each one's **Placeholder** token, source **Table**, underlying **Field**, an optional **Date format**, and whether it's **Offered in bulk** — matching the legacy description of database field placeholders with custom display names, tracked across the template wherever they're referenced.

# 2. Key Elements

- The **Mergeable fields** tab sits on the template's **Core setup** step, and its badge shows how many fields the template holds. The **Template overview** tab also shows a **Mergeable fields** card with a **Manage** button.
- **Add merge fields** opens a picker for adding fields from this template's table or any table joined to it.
- Each field's **Placeholder** token is {---Display name---}, shown alongside its source **Table** and **Field**.
- Date fields carry their own **Date format** setting and can also be merged as a **Days until**, **Months until**, or **Years until** countdown.
- **Offered in bulk** marks fields that are offered when documents are generated in bulk.

# 3. Navigating to a Template's Mergeable Fields

1. From the Contract Insight homepage, click the **Administration** icon (sliders) at the bottom of the left navigation bar.
2. Under **Templates & Presentation**, click **Document Templates**.

![Administration page with Document Templates highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/01-admin-document-templates.png)

1. On the **Document Templates** page, locate the template (use the **Search** box if needed) and click **Open** on its row.

![Document Templates list with Search and Open highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/02-document-templates-list.png)

1. The template opens on the **Core setup** step with the **Template overview** tab selected. Click the **Mergeable fields** tab, or click **Manage** on the **Mergeable fields** card.

![Template overview with Mergeable fields tab and Manage button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/03-template-overview.png)

# 4. Reviewing the Mergeable Fields Grid

The **Mergeable fields** tab lists every field the template can merge. Use the grid's **Search** box or column filters to find a field.

![Mergeable fields tab with Add merge fields, Search, Edit and delete highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/04-mergeable-fields-tab.png)

- **Placeholder** — the token to place in the Word document, in the form {---Display name---}.
- **Table** and **Field** — where the value comes from.
- **Date format** — how a date field is written into the document (blank for non-date fields).
- **Offered in bulk** — whether the field is offered when documents are generated in bulk.
- **Edit** and the delete (trash) icon on each row change or remove the field.

# 5. Adding Merge Fields

1. Navigate to the template's **Mergeable fields** tab (see Section 3).
2. Click **Add merge fields**. The **Add merge fields** panel opens above the grid.
3. Select the source **TABLE**. The list includes this template's own table and the tables joined to it.
4. Use **FIND** to search the selected table's fields.
5. Check each field to add. For a date field, click the arrow beside it to add a **Days until**, **Months until**, or **Years until** countdown instead of the date itself; tick the field as well to merge both.
6. Click **Add fields** (the button shows the number selected, for example **Add 1 field**).

![Add merge fields panel with Table, Find, field selection, countdown options and Add field button highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/05-add-merge-fields-panel.png)

The new fields appear in the grid with their placeholder tokens. Click the **×** to close the panel without adding anything.

# 6. Editing a Merge Field

1. On the **Mergeable fields** tab, click **Edit** on the field's row. The **Edit merge field** form opens below the grid.
2. Update the **Display name**. This changes the field's placeholder token.
3. For date fields, choose a **Date format**. This setting only applies to date fields.
4. Under **Options**, check or clear **Offer this field when documents are generated in bulk**.
5. Click **Save field**, or click **Cancel** to discard changes.

![Edit merge field form with Display name, Date format, bulk option, Save field and Cancel highlighted](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/06-edit-merge-field.png)

**Note:** If you change a field's display name, update the matching {---Display name---} placeholder in the template's Word document so it still merges.

# 7. Removing a Merge Field

1. On the **Mergeable fields** tab, click the delete (trash) icon on the field's row.
2. Confirm the removal if prompted.

# 8. Quick Reference Summary

| Task | How to Complete It |
| --- | --- |
| Open a template's mergeable fields | Administration → Document Templates → Open → Mergeable fields tab. |
| Add merge fields | Mergeable fields tab → Add merge fields → choose Table → check fields → Add fields. |
| Add a date countdown | Add merge fields → arrow beside a date field → Days until, Months until, or Years until. |
| Rename a field or change its date format | Mergeable fields tab → Edit → Display name / Date format → Save field. |
| Offer a field in bulk generation | Edit → Options → Offer this field when documents are generated in bulk → Save field. |
| Remove a field | Mergeable fields tab → delete (trash) icon on the field's row. |