Merge Tags and Custom Merge Tags

Documents - Merge Tags, Custom Merge Tags & Input Fields

Table of Contents

1. What are Merge Tags?

2. Creating a Custom Merge Tag

3. Input Fields

4. Appendix - System Merge Tags

I. What are Merge Tags?

Tired of filling in the different client details every time in the same document or E-mail? Zomentum gives you the option to add merge tags, which act as a "placeholder" or "variable” for information that is already present in Zomentum. You can insert a Merge Tags in the Text block inside a Document to populate recurring information, for example, Address of the Client, Client Name, etc.

To add a merge tag you can:

• Drag and drop a text block

• Click on the merge tag icon on the formatting strip at the top 

• Or type a curly bracket twice - ‘{{‘ - to see the available merge tags.

II. Creating a Custom Merge Tag

Variable Merge Tags, are custom created by the MSP, in addition to the existing merge tags,  to populate recurring values in a document. For example, contract start date and end date can be created as custom tags and used across multiple places in the document. If you want to change the start and end date, edit the value of the custom merge tag and the value gets changed everywhere else where the merge tag is used.

To create a custom merge tag:

• Open the merge tag selector dropdown by either typing 2-curly brackets ‘{{‘ or clicking at the merge tag icon at the top right

• Click on "Add Variable"

• Enter the variable name & value

Note: The custom merge tags created are created for specific documents and can only be used in a particular document.

III. What are Input fields?

Input fields allow you to add fields to the document that you or your client can fill at the time of signing. These fields can be used for adding the name of the signing authority to the phone number of the business. There are three types of input fields - Text box, Date, and Checkbox.

• Navigate to the document you want to add an input field too.

• Add a "Text Block" to the document editor

• Or insert two square brackets in the text block - ‘[[‘

• From the pop-up window:
  

  • Select the Field Type depending on the information you want the client to fill (Text, Date, or Checkbox fields)

  • Select an Assignee

  • Enter the Label text for the input field. This will help the end client to know what information to enter in the given field

  • If the information is mandatory to be filled ensure to select the check-box against the ‘Required’ field. 

  • Hit Save.
    
    Note: Only signees can be assigned to an input field. The dropdown will be empty if there are no signees assigned to the document. If any of the input fields have not been assigned to a signee you will see a validation message before sending the document.
    
    

Annexure

System Merge Tags

System Merge Tags are predefined tags available while editing a document. These tags are categorized into four sections:

1. Document

2. Client

3. Opportunity

4. MyCompany

1. Document

2. Client

3. Opportunity

4. MyCompany