Topic results Merge Fields

CCH Document Management
Merge Fields - Non-contact
This document outlines the available merge fields for non-contact related templates, detailing each field's name, relevant windows, tabs, and the source sections for populated data. Key fields include document identifiers such as "FileName" and "DocumentId," as well as address components like "Address1," "Town," and employee-related fields such as "CreatedBy," "FromEmail," and "SignatoryRole." The document serves as a reference for configuring templates within a specific library, ensuring users can effectively utilize the correct fields for document creation.
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CCH Document Management
Merge Fields - Supplier
This document provides a comprehensive list of merge fields available for supplier-related templates. It details various fields such as FileName, ContactId, and Address components along with their sources, including specific sections and tabs within the supplier and employee records. The fields are categorized by their relevance to supplier information, employee details, and document creation parameters, facilitating streamlined data integration in document generation processes.
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CCH Document Management
Merge Fields - Employee
This document provides a comprehensive list of merge fields specific to employee-related templates, outlining the fields, the source windows, and their respective sections. Each merge field is categorized by its name (e.g., FileName, DocumentId), the window from which it is populated (e.g., Employee Details), and the specific tabs and sections where the data is located (e.g., Document Centre, Personal). The information serves as a guide for users to understand and utilize the merge fields effectively within their employee templates.
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