/
List and Search

List and Search

Get to the List

Familiarize yourself with the available merge fields to understand what information can be dynamically inserted into your document templates.

To see the full list of available merge fields, go to Settings → Application process → System documents.

Click the Merge fields button at the top of the page.

image-20240617-111530.png

Find a Field

You will see the list of categories that merge fields are related to:

image-20240617-110243.png

You can open the category and search for the field, or start looking for it in the Search field. The search works by both the field names and their descriptions.

Copy the Field

Once you’ve found the field, click the copy icon to its left, and it will be saved in the buffer.

Table Fields

The tab to the right contains “Table Fields” (see https://turnkey-lender.atlassian.net/wiki/spaces/TLKB/pages/3461021846/Create+a+Table+Using+Merge+Fields )

Download the whole list

Click the Export to Word button to get the full list of available merge fields with their description.

Related content

Insert Straight Merge Fields
Insert Straight Merge Fields
More like this
Notifications and Reminders
Notifications and Reminders
Read with this
Create a Table Using Merge Fields
Create a Table Using Merge Fields
Read with this
Uploading and Editing
Uploading and Editing
Read with this
System Document Management
System Document Management
Read with this