Merge fields are a combination of text and other characters that can be inserted in document templates, email templates, and various areas inside Actionstep. Similar to mail merge fields in Microsoft Word, Actionstep merge fields are used to populate your documents and email messages with information from your Actionstep system.
Accessing the Merge Field List
As an admin user, you can access the complete list of merge fields available to you in your Actionstep system. Which fields are included depends on your system and how it has been configured.
To access your merge field list:
- In Actionstep, go to Admin > Document Assembly.
- Click Manage in the Merge field list section. The Merge Field List page appears.
- To more quickly find a specific merge field, click the Filter drop-down and choose the options you want to filter on. (To remove the filter later, click this drop-down list and choose Clear Filter.)
Common Merge Fields
This section contains a list of some common Actionstep merge fields.
| If you want to insert.... | Use this merge field |
|---|---|
| Today's date |
system_date system_date|fm= %B_%d,_%Y (specific format: January 27, 2024) |
| A client's (or other participant type's) address block |
MailingAddressLineComma|pt=Client (address line 1 and 2 (if populated), separated by a comma) MailingCity|pt=Client MailingStateProvince|pt=Client MailingPostCode|pt=Client (state and zip) MailingCountryIfForeign|pt=Client|ifnull=ignore (if country is foreign, include it) Note: For other participant types change "Client" to that participant type. |
| Your name and email address |
FullName|pt=Current__user (note the double-underscore in Current _ _ user) E_Mail|pt=Current__user Tip: This is useful for letter templates. It will insert the name of the person generating the document. |
| Your firm name |
CompanyName|pt=Div__action (Note the double underscore) Note: For multi-divisional systems, this will output the name of the division the matter belongs to. |
| Your company name |
CompanyName|pt=Client
Note: This is useful when you are writing a cover letter and would like to include details about your clients employer. CompanyName is a merge field that brings in the name of a company; however, if you apply this to an individual contact record then it will merge the name of the individual's employer. |
| The matter details |
action_name action_id file_reference |
Additional Resources:
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