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

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

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

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

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

Document settings

Adding and editing fields on a template

How to add Custom CRM Merge Tags to the Editor to fetch data from integrations

How to add and set up a text field in the Editor

How to fetch merge tags from the Pipedrive integration