Common Merge Fields

Created by Dakota Martin, Modified on Wed, 11 Jan 2023 at 11:45 AM by Dakota Martin

 

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.


mceclip2.png

 

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

 

Related Articles:

- Merge Fields

- Merge Field Options

Merge Field Test Tool