Here is a list of some common merge fields inside of Actionstep.
The full list of available merge fields depends on how your system has been configured and can be found at Admin > Document Assembly > Merge Field List.
For quick reference here are some common merge fields.
Today's Date
system_date (default date format)
system_date|fm= %B_%d,_%Y (specific format: January 27, 2024)
Client Address Block
(For other participant types change "Client" to that participant type)
MailingAddressLineComma|pt=Client (address line 1 and address line 2 (if populated) separated by a comma)
MailingCity|pt=Client
MailingStateProvince|pt=Client MailingPostCode|pt=Client (state and zip)
MailingCountryIfForeign|pt=Client|ifnull=ignore (country - only show this if the country is foreign)
Your Name and Email Address
Useful for letter templates. It will insert the name of the person generating the document.
FullName|pt=Current__user (note the double-underscore in Current _ _ user)
E_Mail|pt=Current__user
Firm Name
CompanyName|pt=Div__action (Note the double underscore)
For multi-divisional systems this will output the name of the division the matter belongs to
Company Name
Useful for when you are writing a cover letter and would like to include details about your clients employer.
CompanyName|pt=Client
“CompanyName” is a merge field which 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 individuals employer.
Matter Details
action_name
action_id
file_reference
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