Using merge fields within a terms of business template allows users to pull through a vast selection of data (stored within SME Professional) onto the generated agreement.
1. Locating available merge fields
Go to Owners > Terms of business
Select Edit owner agreements
Click on + New template
Users will be presented with an accordion menu listing the different categories of merge fields available
Clicking on a category name will cause the menu to expand to list the available merge fields within the chosen category
Users can refer to the Field output example column to locate the required merge fields as this gives an indication as to how the data will be outputted in the generated document.
2. Using merge fields
In Microsoft Word, open the required terms of business template
Using the guidance above, locate the required merge field and within the merge field column, copy the full merge field (from $ to $). For example, $property.address.inline$.
Within the Word document, locate the area this merge field is to be added and paste the merge field in. Note, we recommend pasting as plain text so that no unwanted formatting is pulled through.
To copy as plain text, right-click and select Keep text only (the clipboard icon with an A).
Repeat these steps for all other required merge fields.
In the example below, the left-hand image shows the agreement template (with the merge fields highlighted in white) and the right-hand image shows how the generated document would look.
