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Merge Fields
Merge fields can be used when configuring your communication templates and document templates. Merge fields get replaced with corresponding values at the time of generation.
Merge fields are strings enclosed in square brackets that when inserted in the text of communication templates or custom documente templates, they are replaced with the corresponding values in the matter at the time of generation.
As an example, if you include the [closingDate] merge field in a communication template or a custom document template, when you generate the communication or the document, [closingDate] will be replaced with the date that has been entered as the closing date on the matter form.
Below are the available merge fields:
| Merge Field | Merge Field Type |
| [feeModelMergeField] | ALL |
| [disbursementsExcludedMergeField] | ALL |
| [matterNumber] | Global |
| [matterDisplay] | Global |
| [date] | Global |
| [firmName] | Global |
| [firmPhoneNumber] | Global |
| [firmEmailAddress] | Global |
| [firmWebsite] | Global |
| [allRecipients] | Global |
| [googleReview] | Global |
| [trustAccountHolderName] | Global |
| [trustAccountBankName] | Global |
| [trustAccountBankID] | Global |
| [trustAccountTransitNumber] | Global |
| [trustAccountAccountNumber] | Global |
| [initialRetainerSentence] | Global |
| [closingDate] | Private Mortgage Lending |
| [borrowers] | Private Mortgage Lending |
| [lenders] | Private Mortgage Lending |
| [dischargeDate] | Private Mortgage Lending |
| [loanAmount] | Private Mortgage Lending |
| [lendersAndAddress] | Private Mortgage Lending |
| [allPropertiesExistingMortgageRank] | Private Mortgage Lending |
| [receivingDocumentsInstructions] | Private Mortgage Lending |
| [propertyAddress] | Private Mortgage Lending |
| [buyers] | Real Estate - Miscellaneous Matter |
| [sellers] | Real Estate - Miscellaneous Matter |
| [closingDate] | Real Estate - Miscellaneous Matter |
| [sellerSolicitorName] | Real Estate - Miscellaneous Matter |
| [sellerSolicitorAddress] | Real Estate - Miscellaneous Matter |
| [sellerSolicitorPhoneNumber] | Real Estate - Miscellaneous Matter |
| [sellerSolicitorEmailAddress] | Real Estate - Miscellaneous Matter |
| [PINs] | Real Estate - Miscellaneous Matter |
| [staffNameForTeraviewMessage] | Real Estate - Miscellaneous Matter |
| [deceasedSellerName] | Real Estate - Miscellaneous Matter |
| [registeredOwnerNames] | Real Estate - Miscellaneous Matter |
| [dateVendorBecameOwner] | Real Estate - Miscellaneous Matter |
| [buyers] | Real Estate Purchase |
| [sellers] | Real Estate Purchase |
| [property] | Real Estate Purchase |
| [closingDate] | Real Estate Purchase |
| [purchasePrice] | Real Estate Purchase |
| [landTransferTax] | Real Estate Purchase |
| [initialMeetingDate] | Real Estate Purchase |
| [initialMeetingTime] | Real Estate Purchase |
| [documentSigningDate] | Real Estate Purchase |
| [documentSigningTime] | Real Estate Purchase |
| [lenderName] | Real Estate Purchase |
| [lenderAddress] | Real Estate Purchase |
| [lawyerOnMatter] | Real Estate Purchase |
| [lawClerkOnMatter] | Real Estate Purchase |
| [lawyerAndClerkInitials] | Real Estate Purchase |
| [sellerSolicitorName] | Real Estate Purchase |
| [sellerSolicitorAddress] | Real Estate Purchase |
| [sellerSolicitorPhoneNumber] | Real Estate Purchase |
| [sellerSolicitorEmailAddress] | Real Estate Purchase |
| [requestedExtendedClosingDate] | Real Estate Purchase |
| [calculatorButtonLabel] | Real Estate Purchase |
| [balanceDueOnClosing] | Real Estate Purchase |
| [keyInstructions] | Real Estate Purchase |
| [hireUsButton] | Real Estate Purchase |
| [PINs] | Real Estate Purchase |
| [staffNameForTeraviewMessage] | Real Estate Purchase |
| [deceasedSellerName] | Real Estate Purchase |
| [registeredOwnerNames] | Real Estate Purchase |
| [dateVendorBecameOwner] | Real Estate Purchase |
| [propertyType] | Real Estate Purchase |
| [depositPaid] | Real Estate Purchase |
| [requisitionDate] | Real Estate Purchase |
| [sellerIsEstate] | Real Estate Purchase |
| [purchaseUnderPowerOfSale] | Real Estate Purchase |
| [transactionIsPreConstruction] | Real Estate Purchase |
| [currentUseBySeller] | Real Estate Purchase |
| [propertyWillBePrincipalResidence] | Real Estate Purchase |
| [propertyWillBeMatrimonialHome] | Real Estate Purchase |
| [property] | Real Estate Refinance |
| [closingDate] | Real Estate Refinance |
| [initialMeetingDate] | Real Estate Refinance |
| [initialMeetingTime] | Real Estate Refinance |
| [documentSigningDate] | Real Estate Refinance |
| [documentSigningTime] | Real Estate Refinance |
| [lawyerOnMatter] | Real Estate Refinance |
| [lawClerkOnMatter] | Real Estate Refinance |
| [lawyerAndClerkInitials] | Real Estate Refinance |
| [borrowers] | Real Estate Refinance |
| [lenders] | Real Estate Refinance |
| [lendersAndAddress] | Real Estate Refinance |
| [calculatorButtonLabel] | Real Estate Refinance |
| [hireUsButton] | Real Estate Refinance |
| [propertyType] | Real Estate Refinance |
| [buyers] | Real Estate Sale |
| [sellers] | Real Estate Sale |
| [property] | Real Estate Sale |
| [closingDate] | Real Estate Sale |
| [initialMeetingDate] | Real Estate Sale |
| [initialMeetingTime] | Real Estate Sale |
| [documentSigningDate] | Real Estate Sale |
| [documentSigningTime] | Real Estate Sale |
| [lawyerOnMatter] | Real Estate Sale |
| [lawClerkOnMatter] | Real Estate Sale |
| [lawyerAndClerkInitials] | Real Estate Sale |
| [salePrice] | Real Estate Sale |
| [lockboxCode] | Real Estate Sale |
| [buyerSolicitorName] | Real Estate Sale |
| [buyerSolicitorAddress] | Real Estate Sale |
| [buyerSolicitorPhoneNumber] | Real Estate Sale |
| [buyerSolicitorEmailAddress] | Real Estate Sale |
| [calculatorButtonLabel] | Real Estate Sale |
| [hireUsButton] | Real Estate Sale |
| [propertyType] | Real Estate Sale |
| [depositPaid] | Real Estate Sale |
| [ifFeeModelIsFlatMergeField] | Title Transfer |
| [lawyerWillDelegateWorkToTeamMembersMergeField] | Title Transfer |
| [initialRetainerRequiredMergeField] | Title Transfer |
| [invoiceDueUponRecieptMergeField] | Title Transfer |
| [jointRetainerMergeField] | Title Transfer |
| [feeScheduleMergeField] | Title Transfer |
| [lawyerSelectionMergeField] | Title Transfer |
| [dearClientMergeField] | Title Transfer |
| [FullServiceScheduleMergeField] | Title Transfer |
| [descriptionOfServicesMergeField] | Title Transfer |
| [currentDateMergeField] | Title Transfer |