Available Data Fields for Document Automation

Below are the current “placeholder” values currently supported by Document Automation. The first column [Scope] indicates where the data is located in the system and what it is about. The second column indicates the exact field that should be put into your custom document template where you want the system to place data. You can use the same field more than once.

“You” will default to the user who is running Document Automation unless another user is specified in the wizard.

Document Automation supports a second Contact subject in a template. If your template needs information from a second contact, you can use the same placeholders for “Contact” listed below and instead of “c1…” the placeholder will begin with “c2…”.

If your template file is Word (.docx), please note that the placeholder must be entered in a particular fashion. Due to the way Word encodes the data and how DocAuto finds the placeholder you use, the placeholder cannot be of mixed formatting. For example, “c1firstname” and “c1firstname” will not be found by the DocAuto process. The placeholder needs to be entered into the template document by manually typing the placeholder into your document, as opposed to copying/pasting the placeholder from the list below.

For uppercase values, put your placeholder in brackets and in all uppercase, such as [C1LASTNAME].

Multiple Placeholders on Single Line

When using multiple placeholders on the same line in a Word document template, you must use Word's 'MergeFields' feature for each of those placeholders, specifically. See this article for more information. In your Word document, go to the 'Insert' tab, click the tool 'Explore Quick Parts' and select 'Field' to begin using the 'MergeField' feature on a particular placeholder. A pop up window will appear on your screen, where you will need to select the 'MergeField' field name. Under 'Field Properties', enter the placeholder value from the list below that you wish to use, select your formatting if any, and click 'OK' to set the merge field for your value. This will ensure you can set multiple placeholder values on a single line in your Word document template.

List of Available Data Fields

Note: The fields within the ‘Contact’ scope may refer to a proposed contract that has not yet been finalized. This is so that contracts can also be created via this document automation. You do not have to create a Matter prior to signing a contract in order to use document automation. You can go to Contact->Edit->Contract Info to set this ‘proposed contract’ data.