You can use merge tags to insert information from a record into a document for generation.

View Merge Tags

  1. Select a Template.
  2. Navigate to the Merge Tags tab.
  3. View or Copy the Merge Tags.
  4. Use in your Template or Merged File Name.

Download Merge Tags

  1. Select a Template.
  2. Navigate to the Merge Tags tab.
  3. Select Download Merge Tags.
  4. Use in your Template or Merged File Name.

Use Merge Tags in Litify

  1. Select a Template
  2. Edit the Merged File Name and add Merge Tags.
  3. Save.

Use Merge Tags in a Template

  1. Open your word processor.
  2. Draft your template. Add all static content that must display in the document.
  3. Input Merge Tags to replace variable data (client name, date, etc).
  4. Save.
  5. Open Litify.
  6. Upload using the Add/Replace Template File steps.
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