Merge Tags act as a "placeholder" or "variable” for information that is already present in Zomentum. Merge Tags are available to use only in a Text block inside a Document. 


Merge tags are designed to be used to represent commonly recurring statements that change based on whom the document is being sent to, for example, Address of the Client, Client Name, etc.


Adding Merge Tags in Documents:


To add a merge tag you can:

  1. Drag and drop a text block
  2. Click on the merge tag icon on the formatting strip at the top 
  3. Or type curly bracket twice like this - {{ - and you will see the available merge tags.

    


Creating Custom Merge Tags:

Custom Merge Tags are generally created when you have a need to use the same value at multiple places inside the document. For example, contract start date and end date can be created as custom tags and used across multiple places in the document. And if you want to change the start and end date, change 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:

  1. Open the merge tag selector dropdown by either typing 2-curly braces or clicking at the merge tag icon at the top right
  2. Click on "Add Variable"
  3. Enter the variable name & value


Different Merge Tags available:


System Merge Tags

System Merge Tags are pre-defined tags available while editing a document. These tags are categorized into three sections:

  1. Document 
    • Recipient1.Name - Name of the First recipient added to the Document. This is the Company Contact name you add as the recipient.
    • Recipient1.Email - Email of the first recipient added to the Document. This is the Company Contact email you add as the recipient.
    • Recipient2.Name - Name of the second recipient added to the Document. If you have additional Company Contacts added as recipients to the document they will show here, else this will be the Document Owner (you).
    • Recipient2.Email- Email of the second recipient added to the Document
      • Note: The recipient count will increase as and when you keep adding more recipients. The last recipient is always the Document Owner.
    • Id - This auto incremental system-generated document number. 
    • Name - Name of the document
    • Created At - Date at which the document was created. 
  2. Client Company
    • Name - Name of my client's company 
    • BillingAddress.Line 1 - The first line of the Billing Address of the Client
    • BillingAddress.Line2-   The second line of the Billing Address of the Client
    • BillingAddress.City - The city of the Client
    • BillingAddress.State - The state of the Client
    • BillingAddress.Country - The country of the Client
    • BillingAddress.Zipcode - The zip code of the Client
    • Phone- Client's phone number
    • ID - The system generated unique ID of the client 
    • DateAcquired - Date of acquisition of your client. 


      Note - All the above client fields are based on the value provided while creating the Client


  3. MyCompany
    1. Name - Name of your company 
    2. BillingAddress.Line 1 - The first line of the Billing Address provided in your Company Address
    3. BillingAddress.Line2-   The second line of the Billing Address provided in your Company Address
    4. BillingAddress.City - The city under your Company Address
    5. BillingAddress.State - The state under your Company Address
    6. BillingAddress.Country - The country under your Company Address
    7. BillingAddress.Zipcode - The zip code under your Company Address


                      Note: All your company address fields are populated based on the value provided in account settings 


Custom Merge Tags
In the case of custom Merge Tags, data gets populated based on the value provided while creating that merge tags. The custom merge tags created are created for specific documents and can only be used in a particular document.