You can use merge tags to insert information from a record into a document for generation.
View Merge Tags
- Select a Template.
- Navigate to the Merge Tags tab.
- View or Copy the Merge Tags.
- Use in your Template or Merged File Name.
Download Merge Tags
- Select a Template.
- Navigate to the Merge Tags tab.
- Select Download Merge Tags.
- Use in your Template or Merged File Name.
Use Merge Tags in Litify
- Select a Template
- Edit the Merged File Name and add Merge Tags.
- Save.
Use Merge Tags in a Template
- Open your word processor.
- Draft your template. Add all static content that must display in the document.
- Input Merge Tags to replace variable data (client name, date, etc).
- Save.
- Open Litify.
- Upload using the Add/Replace Template File steps.