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TIP: We suggest for your first attempt creating templates that you use some custom fields already set up by Wise Owl Legal.
1.1.1. Selecting and Downloading your Sample Fields
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Custom Merge Field Formats are used to control what fields are shown. These are non-standard Word formats, and only apply to Wise Owl merges. The full field list is below, but common formats are listed here:
Code | Field | Example |
TFOL | Title FirstName OtherNames LastName | Mr Joe James Bloggs |
TFOLA | Title FirstName OtherNames LastName, Address | Mr Joe James Bloggs of 1 Bloggs St Bloggsville NSW 2000 |
TFLK | Title FirstName LastName (KnownAs) | Mr Joe Bloggs (JB) |
LF | LastName, FirstName | Bloggs, Joe |
LTFA | LastName, Title Firstname of Address | Bloggs, Mr Joe of 1 Bloggs St Bloggsville NSW 2000 |
Any contact designated as a company will use the CompanyName field in place of name fields.
Code | Field |
Fn | FirstName |
Ln | LastName |
On | OtherNames |
Cn | CompanyName |
Ti | Title |
Ka | KnownAs |
Bn | BillingName |
Ta | TradingAs |
Lg | LegalName |
Ad | Address (formatted one line) |
A1 | Address (simple) |
ABOVE can only be used as a single field |
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BELOW can be mixed |
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T | Title |
F | FirstName |
O | OtherNames |
L | LastName |
K | (KnownAs) |
A | Address (formatted one line) |
Doc fields
Fields starting with Doc reference the details of the document as it is merged. This lets you merge the document owner, creator or author.
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