Account Merge Tags

Merge Tags are different field settings that can be used across a document (like field holders) but instead of using data from your database, they replace fields with data that you set at document level. 

Settings applied to merge tags are automatically applied when scanning documents for these tags. 

For example, you might have a document which is the same every time you use it, except that the date and time might need to be different- such as an appointment letter.

You could place field holders in your document for <> and <>. These merge tags are then set on the document when you add it to Docmail

Complete the fields with the necessary details to tell Docmail what the fields are and how to use them.

Merge tag name - Enter the account merge tag name here as appears in the document but with no chevrons. When this merge tag is found in any document uploaded then the settings entered in this account merge will be used.