Merge fields in a document

A merge field is a placeholder that becomes real data when the document goes out. Write the contract once with merge fields, and every send is correct without anybody retyping a company name.

Inserting one. Indsæt et flettefelt — Vælg en kategori og derefter et felt. Det udfyldes med den rigtige værdi, når du sender. The picker shows f.eks. {{example}} so you can see what you are getting, and once placed, Udfyldes med: {{token}} tells you exactly which value it resolves to. Klik for at ændre eller fjerne.

Inside a field you fill in yourself, the same choice is offered: Skriv en værdi, eller indsæt et flettefelt, with Skriv en værdi i stedet when this one document is a special case.

Merge field or fillable field — this is the distinction that matters.

• A merge field is filled from the CRM *by us*, before the document is sent. The signer never sees a blank.
• A fillable field is a blank *the signer* completes. See Fields, and who fills each one.

Asking the customer to type their own company name when you already have it is the most common way to make a professional document look careless.

The categories are the CRM's own: Leverandør (dig), Kunde, Kontaktperson, Tilbud and Aftale og datoer.

Blank merge fields. A merge field resolves to nothing when the record it points at has nothing in it — an empty organisation number stays empty. The fix is on the record, not in the document. Always preview before sending — Viser eksempeldata, så du kan se, hvordan det ser ud. De rigtige værdier udfyldes, når du sender. and Det er den fil, din modpart ser. Deres felter udfyldes, når de underskriver.

On a copy you download to sign by hand, a merge field with nothing behind it prints as a ruled line to write on instead of as its placeholder text. See Arrange a document — blocks, parties and printing it out.

The same idea runs through email templates, where the pitfalls are written up in more detail: Merge fields come out blank or show as {{...}}