startMerge Fields - Non-contact
How To

Merge Fields - Non-contact

CCH Document Management
Last update: Reading time 2 minutes
TemplatesMerge Fields
    Different merge fields are available based on the library that the template is for. This section lists the fields and where they are populated from. This page shows the fields that are available for use in non-contact related templates.

    Field List

     
    Merge Field Name Window Tab Section > Field

    FileName

    Create Document

    Document Details

    Filing Details > File Name

    DateCreated

    Generated on creation

    DocumentId

    Generated on creation

    AddresseeLine1

    Create Document

    Letter Details

    Preview/edit letter information > FAO Mailing Name

    AddresseeLine2

    Create Document

    Letter Details

    Preview/edit letter information > Mailing Name

    Address1

    Client/Contact

    Main

    Primary Address, Phone and Aliases > Address (line1)

    Address2

    Client/Contact

    Main

    Primary Address, Phone and Aliases > Address (line 2)

    Address3

    Client/Contact

    Main

    Primary Address, Phone and Aliases > Address (line 3)

    Town

    Client/Contact

    Main

    Primary Address, Phone and Aliases > Town

    County

    Client/Contact

    Main

    Primary Address, Phone and Aliases > County

    PostCode

    Client/Contact

    Main

    Primary Address, Phone and Aliases > Postcode

    Salutation

    Client/Contact

    Main

    Primary Address, Phone and Aliases > Salutation
    CreatedBy Employee (Amend Employee Name) First + Last

    CreatedbyEmployeeCode

    Employee

    (Amend Employee Name)

    Code

    Heading1

    Create Document

    Letter Details

    Preview/edit letter information > Heading 1

    Heading2

    Create Document

    Letter Details

    Preview/edit letter information > Heading 2

    DocumentDate

    Create Document

    Letter Details

    Preview/edit letter information > Document Date
    The From fields all pertain to the employee that is selected in the From field in the Addressing information section of the Letter details tab on the Create Document window. 

    FromPref

    Employee

    (Amend Employee Name)

    Pref

    FromFName

    Employee

    (Amend Employee Name)

    First

    FromSName

    Employee

    (Amend Employee Name)

    Last

    FromFullName

    Employee

    (Amend Employee Name)

    First + Last

    FromMailingName

    Employee

    (Amend Employee Name)

    Mailing Name

    FromUsername

    Employee

    Main

    U/Name

    FromEmail

    Employee

    Personal

    Phone > E-Mail

    FromEmployeeCode

    Employee

    (Amend Employee Name)

    Code

    FromEmployeeTel

    Employee

    Personal

    Phone > Phone
    FromRole Employee Main Stationed > Role 
    FromSignature Employee Personal Phone > Signature
    The Signatory fields all pertain to the employee that you select in the Signatory field in the Preview/edit letter information section of the Letter details tab on the Create Document window. 

    SignatoryPref

    Employee

    (Amend Employee Name)

    Pref

    SignatoryFName

    Employee

    (Amend Employee Name)

    First

    SignatorySName

    Employee

    (Amend Employee Name)

    Last

    SignatoryFullName

    Employee

    (Amend Employee Name)

    First + Last

    SignatoryMailingName

    Employee

    (Amend Employee Name)

    Mailing Name

    SignatoryUsername

    Employee

    Main

    U/Name

    SignatoryEmail

    Employee

    Personal

    Phone > E-Mail

    SignatoryEmployeeCode

    Employee

    (Amend Employee Name)

    Code
    SignatoryEmployeeTel Employee Personal Phone > Phone

    SignatoryRole

    Employee

    Main

    Stationed > Role 
    SignatorySignature Employee Personal Phone > Signature

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