Using Merge Fields in Docusign
Learn how to efficiently insert and customize data labels within your document management interface. This guide provides a straightforward process for defining property fields and applying them to ensure your documents are properly tagged and formatted.
1. In addition to the normal fields available via Docusign for their templates you can also add merge fields that populate from Tracker data, e.g. the Tag’s available in Tracker templates. These Merge Fields give you the ability to auto-populate fields inside the Docusign document.
2. The merge field names in Docusign will need be exact matches to the Tag names in Tracker.
To check these you can go to a relevant template in Tracker to cross check.
For example if you are creating a Docusign template for Contacts go to a template aimed at Contacts.
3. Here via the insert Tags icon you can view the name of the available Tags that you can use as Merge Fields within Docusign.
4. To add one of these Record Tags as a Merge field in a Docusign Template you will need to open the Docusign template to edit it.
Under the Fields area called Input is the field “Text”, this field will first need to be placed within the document.
5. Once the Text Field is added you will need to click on the field to reveal the edit icon (the cog), click this to open the side panel.
6. In the Settings here complete the following 3 options:
Required - ensure this is toggled on
Default Text - this is the text that appears in the field displayed here
Data label - this is the exact Tag name as taken from Tracker. This will auto merge (populate) when sending the document via Tracker.
7. Once all the required Text fields have been added and settings completed you can Save your Docusign template. We will see these when we send the document from Tracker.
8. Here we see the final stages of sending documents via Tracker. Under the Merge Fields area we see the fields using Tracker tags are auto completed.
