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How to add our dynamic merge tags to the editor

How to add our dynamic merge tags to the editor to fetch data about the entity, document, the sender, and the recipient(s)

In your editor document, you can fetch data about your entity, document, sender, and recipient as dynamics tags. Making the creating of your document a seamless process, in this guide we will show you how to do that and what data you can fetch

How to add our own dynamic merge tags

  1. When you have added an editor block click anywhere within the block where you want to add the merge tag

  2. Click on the { } symbol in the formatting bar

Choose what data you want to add as a dynamic tag

When you have clicked on the { } symbol, choose what type of data you want to fetch:

  1. Document data

  2. Sender data

  3. Entity data (it will be shown as the entity name you are currently on)

  4. Recipient data

What information you can fetch as a dynamic tag

Entity information

  • Here you can fetch information that you have added about your entity (company)

    • Company name

    • Street address

    • Zip code

    • State

    • City

    • Country

    • Business Registration Number

    • Website

    • Email

Tip: The Website tag appears as a clickable link for recipients on the signing page, in Deal Rooms and in the PDF.


When a merge tag’s whole value is a web address (starting with http://, https:// or www.), recipients see it as a clickable link. This also applies to custom merge tags from your CRM. A web address inside a longer sentence stays as plain text.

Document information

  • Here you can fetch information about the document you are sending:

    • Name of the document

    • Value of the document

    • Send date (will add the date of when the document was sent)

    • Unique Document ID

    • Expiration date

    • Sign date (the date on which the document became fully signed, i.e. when the final signer signed the document)

Sender information

  • Will fetch information about the sender of the document that the sender have added under My profile :

    • First name

    • Last name

    • Title

    • Email

    • Mobile

Recipient information

  • Will fetch information about the recipient of the document, if you have more than one, you need to click on each recipient in the merge tag list to fetch data for each recipient. It will fetch the data available on the recipient's contact information.

    • First name

    • Last name

    • Title

    • Email

    • Mobile

    • Company name

    • Business registration number

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