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How to add Merge Fields to a Clause

Information on adding Merge Fields to a Clause

Justin Tryon avatar
Written by Justin Tryon
Updated over 5 months ago

Understanding Clauses and Templates

Clauses are pre-written segments or blocks of text (not already in Contract Logix) that are utilized in Contract Templates, and these templates are used to generate "First party" or "Your paper" Contract documents.

NOTE: Clauses and Templates are a feature available only in accounts which have paid for them.

Understanding Merge Fields

Merge Fields enable data from other records to be inserted or "merged" into a document as the Template is being generated.

Follow the steps below to add Merge Fields to a Clause.

  1. From the homepage, click the gear icon in the bottom left to access the Application Settings.

  2. From the application Settings, click Clauses .

  3. Open the clause you want to insert field data into the text. With the clause open, insert the cursor where you want to place the Merge Field.

  4. At the top of the editor, click the Plugins tab.

  5. Next, click .

  6. Click on a section in the Fields list to reveal the fields included in that section. For example, sections include Compound Field, Contract, External Organization, Internal Organization, and Contact. If E-Signature is enabled, the last section is for inserting e-signature tags.

  7. Locate and click the name of the Merge Field tag you want to insert, then continue adding tags or click to save the changes.

NOTE: To insert Contacts, there's an additional selection. Select the Contact Association and Type (e.g., Paralegal-Internal or Attorney-External) from the drop-down first, and then select the field you want to insert.

For more information on E-Signature Merge Fields, see the How to add E-Signature tags in Clauses article.

Additional Add/Edit options notes:

  • Remove content control by right clicking on a merge field after insertion and selecting “Remove Content Control”. This will allow editors on the front end (or counterparty) to easily edit the language in the merge field.

  • Merge fields that come from fields that have been left blank on their corresponding record will have the merge field tag appear, so either consider making this a required field to be filled in via the type manager OR turn to ON the Display Null Merge Fields As Blanks toggle in the Template.

For more information on displaying as blank, see the Display Null Merge Fields As Blanks article.

To change the formatting of a merge field after it’s inserted (font, size, bold, etc.):

  1. Click on the field then click the button to the left of the field border. This ensures the entire field is selected.

  2. Open the Home tab.

  3. Apply desired formatting.

To change the formatting of multiple merge fields at once:

  1. Select the text containing the merge fields you wish to change. You can use CRTL+A to select all text in a document.

  2. Open the Home tab.

  3. Apply desired formatting.

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