What is a Merge Field?

  • Updated
Have you ever used mail merge? This is a similar concept to using CARET Legal's Document Templates.
CARET Legal uses Merge Fields to add Matter specific values to Document Templates. For example, if you need to insert a primary client's name somewhere in a document, copy and paste {{Matter.PrimaryClient.FullName}} into the Word document.
When generating the document from that template, CARET Legal pulls down the "value" that corresponds to that Merge Field, and fill it in without needing to manually enter in those details!
There are 2 types of merge fields in CARET Legal:

Was this article helpful?

0 out of 0 found this helpful