Merge tags on a template

Standard tags

Standard tags pull in values tied to the person generating the document, the workspace, or the document itself.

Workspace values

Workspace values are shared key-value pairs defined by an Admin in workspace settings — things like a company address, bank account number, or a standard legal clause that appears across multiple templates. Once defined, they're available as merge tags in every template in the workspace.

For example, a workspace value named CompanyAddress can be inserted as a tag and will always reflect the current value set in workspace settings — so if the address changes, you update it once and it's corrected across all templates automatically.

To manage workspace values, go to Administration → General → Workspace values. See Workspace shared values for a full walkthrough.

Insert a merge tag

1. Open the template in the editor.
2. Select the text you want to replace with a tag, or place your cursor where you want it inserted.
3. In the right sidebar, click Merge Tag under the Insert section.
4. A dropdown appears — select the tag you want to insert:
   • User — then choose FullName or EmailAddress from the dropdown.
   • Organization — inserts the organisation name from workspace settings.
   • Title, DocumentDate, Author, DocumentId, or AutomaticNumber — inserts the respective document-level value.
   • Workspace — lists all workspace values defined for this workspace.

The tag is inserted into the document and will be replaced with its value automatically when a document is generated.

Edit or remove a merge tag

5. Click on the merge tag in the document preview to select it.
6. In the right sidebar, use the dropdown to switch to a different merge tag, or click Remove to delete the tag from the document.

Save your changes

7. Click Save changes in the top-right corner when you're done.