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This article shows how to use Merge Fields to embed dynamic text data into system documents, which will be generated by Turnkey Lender for every new loan.

Step-by-step instructions

To insert a merge field into your Loan Agreement:

1. Open the Word document with the text of your Loan Agreement.
2. Place the cursor to where the merge field should be in the text of your document template.
3. Go to the Insert tab of the ribbon and click on the Quick Parts drop-down button. Select Field (Figure 1).
4. In the Field dialog box, select MergeField in the Field names selection box (Figure 2).
5. In the Field name text field add the appropriate Merge Field name (see List of Merge Fields).
6. Click OK.

  

Figure 1.

Figure 2.

Example 

To insert the name of the borrower into the phrase "This agreement is made and entered by and between ... and My Lending Company" you need to:

Place the cursor after the wordbetween.
ClickInsert→Quick Parts→Field.
TypeFullNamein theField nameinput box. ClickOK.
You will see the Merge Field as a quoted text. It receives a background, when you place the cursor over.
When such a template is uploaded and used to generate an agreement for customers, the full name of the customer will be placed instead of the "FullName".	It

Insert Table Merge fields.

You can create a dynamically generated table (Schedule, Late fees) in a Loan Agreement.

To insert a merge field into your Loan Agreement:

1. Open the Word document with the text of your Loan Agreement.

2. Create a table template where table values are in one line. System will create a necessary number of lines automatically.

3. To mark the beginning of a merge table, insert a merge field with the name TableStart:TableName, where TableName corresponds to the table in the System. For example, to display charge line items for a Schedule, create a TableStart:Schedule.

4. To mark the end of the merge table insert another merge field with the table name TableEnd:TableName.

5. Between the TableStart and TableEnd marking fields, place merge fields that correspond to the fields of your table columns. These merge fields will be populated with data from the table. 

Important: Multi-line items can be displayed only within a table and can not be displayed in other areas of the template. 

Available tables and fields you can find in the List of Merge Fields.

Example.

 Schedule table creation.

Figure 3. 

Figure 4. Using Formula.

Insert logical comparisons (Function IF)

It is possible to use the  function IF to show correct value based on some conditions

1. Open the Word document with the text of your Loan Agreement.
2. Place the cursor to where the value should be calculated in the text of your document template.
3. use If...then...Else field construction. Type the word IF and insert all of the merge fields as shown in the example below and then select them all and use Ctrl+F9 to enclose them inside a pair of field delimiters { }. 

The IF field only looks complex, but its purpose is simple:

• If the LoanBranch is Branch 1, print Region 1.
• If the LoanBranch is Branch 2, print Region 2.
• If the LoanBranch is Head Office, print Head Office.

In this case, there should never be an empty LoanBranch type value, but if that happens, you'll want to accommodate that by adding an additional IF. Notice that the three IF fields are nested, one within another--that syntax is important.

Insert Symbols

To display necessary symbols you should use standard Word tools :

1. Open the Word document with the text of your Loan Agreement.
2. Place the cursor to where the symbol should be in the text of your document template.
3. Go to the Insert tab of the ribbon and click on the Symbol button.
4. In the Font dropdown, select the necessary symbol (Figure 6)
5. Click Insert.

Figure 6.