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. Sett inn et flettefelt — Velg en kategori, så et felt. Det fylles ut med den virkelige verdien når du sender. The picker shows f.eks. {{example}} so you can see what you are getting, and once placed, Fylles ut med: {{token}} tells you exactly which value it resolves to. Klikk for å endre eller fjerne.

Inside a field you fill in yourself, the same choice is offered: Skriv en verdi eller sett inn et flettefelt, with Skriv en verdi 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 (deg), Kunde, Kontaktperson, Mulighet and Avtale 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 ser hvordan det tar seg ut. De virkelige verdiene fylles inn når du sender. and Dette er filen motparten ser. Feltene deres fylles ut når de signerer.

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 {{...}}