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Overview

A merge field is a field you can put in a template to incorporate values from a record​

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Basically, each merge field is an instruction to pull specific data from within an Actionstep system. When a template is generated, the merge field populates its corresponding value from Actionstep.

Merge field list

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Inserted into document template

Generated in Actionstep

Merge fields exist for many data points in Actionstep. For every custom data field, a corresponding merge field is created. For this reason, merge fields vary from system to system in fields available, quantity, and ID. 

Merge Field Test Tool

The Merge field test tool allows users to see what a merge field will generate without the need of first inserting it into, and subsequently running, a document template (although you can test .docx templates via the test tool).​

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The test tool can generate merge fields in several contexts including matters, invoices, cheques/checks, deposit slips, consolidated bills, trust statements, trust receipts, and trust payment confirmations.​

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Simply choose a template type, enter a record to test against, enter a merge field in [[brackets]] and Generate Output to see the Output(result). ​

Adding Merge Fields to Document Templates

Merge fields are inserted into .docx Word documents via Word’s merge field functionality. The exact navigation may vary, depending upon the version of Word. ​

Quick Parts > Field > Insert field

MergeField > Enter merge field in Field name

Merge field in document

Merge Field Context

Some merge fields can be used in most any document templates; however, many merge fields can only be generated in a specific context.​

If the template is unrelated or not associated with the merge field’s corresponding data, the data cannot be generated for that template.​

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Examples​

Bill fees merge fields will not generate in a matter template, because the matter doesn’t know which payments you’re on about. Bill fees fields can be used in invoice templates, because there may be fees on a bill.​

Trust statement merge fields cannot be used in cheque/check templates, again, because a cheque is only concerned with cheque-related information.​

When in doubt, check the DATA SOURCE column ​for the field in the Merge Field List.​

Continue to Merge Field Options =>