How to add merge tags to your e-contracts

How can you use merge fields in e-contracts

You can use already available information to populate automatically your e-contracts fields.

This information could be of various types:

• Contact details
• Forms data
• Date format
• Line items of your checklist
• Owner details
• Application details

When creating your e-contracts, pick the merge fields option to do so.

Available merge fields per category

Contact: Full name, first name, last name, email, company, custom field

Application: ID, custom stage, name, date of creation, creation date & hour (timestamp)

Line items: All items, missing, mandatory, missing+mandatory ones

Application Owner (Team member): First name, last name, email, full name

Date: Today's date, date + time, current year, Y-1, Y+1

Form field: any field from your forms

Adding merge fields to your e-contracts

• Go to your e-contract
• Drap and drop the 'Insert Merge field' element to the page 
• Select the type of merge field you need
• Adjust the positioning of the element
• ✅ You're done!

In the example below, we're prepopulating the Passport N° into our employment contract. The Passport N° was already asked earlier in a form added at the beginning of the same process. 

List of tags

You can find the full list of available merged tags here