Tags in DOCX documents

Action

Description

Create merge fields

Automatically populate text fields with data.

Insert images

Add dynamic images based on external data.

Add tables with dynamic rows

Insert data tables with variable row counts based on conditions.

Show or hide text based on conditions

Control visibility of document sections.

Insert a list of items

Populate lists from external data.

Insert HTML content

Embed formatted HTML directly into your document.

Type

Example

Usage

Merge tag

{{TagName}}

Use this tag to insert a merge field.

Merge tag names don't need to be unique - if you add multiple merge fields with the same name, every field will be populated with the same data. Generate merge tags via the Tag Generator in the online editor or add them manually to your documents. When the documents are generated, merge tags are pre-filled with specific data that users cannot edit.

For tag

{{for(ListName)}}

List Element Field1:

{{ListField1}}

{{endfor}}

Use this tag to insert lists or repeat elements. Its name should be unique per document. Be sure to select the Table according to the type of data you intend to pre-fill in the lists.

Table tag

{{table(tableName)}}

{{ColumnField1}}

{{ColumnField2}}

{{endtable}}

Use this tag to insert a table with a dynamic number of rows. The name of this tag should be unique per document.

IF tag: Condition depending on variable or field value

{{if(ConditionFieldName=‘Value1’)}}

Output 1

{{else(ConditionFieldName=‘Value2’)}}

Output 2

{{endif}}

Use this tag to add conditional logic to your documents. With this tag, you can show or hide paragraphs of text depending on conditions. The name of this tag should be unique per document.

{{if(ConditionFieldName=‘Value1’ && ConditionFieldName=‘Value2’)}}

Condition 1 and Condition 2

{{endif}}

Use the “and” operator && to add multiple conditions in the IF functions where all logic conditions will be met.

{{if(ConditionFieldName=‘Value1’ || ConditionFieldName=‘Value2’)}}

Condition 1 or Condition 2

{{endif}}

Use the “or” operator || to add multiple conditions in the IF functions where one of the logic conditions will be met.

{{if(Field != null)}} Field is not empty {{endif}}

Use this syntax to check whether the field value is null.

HTML tag

{{html:FieldName}}

Use this tag to insert HTML-formatted content (for example, from Salesforce Rich Text Field).

Fillable field tag

Refer to the Fillable fields section

If you don't want to drag and drop fillable fields into your document, you can use fillable field tag syntax to create fillable fields.

Image tag

{{for(Array)}}

{{imageFile(ImgField)}}

{{endfor}}

Use this tag to insert PDF/DOCX documents and images in the body of a document (for example, from Salesforce records).

Tags for columns and rows in tables

{{rowIf(ConditionName=‘Value’)}}

And

{{columnIf(ConditionName=‘Value’)}}

Conditional tags to show or hide rows/columns based on data.

{{dateFormat(Date1, ‘yyyy-MM-dd’, ‘yyyy-dd-MM’)}}

“2024-29-02”

{{dateFormat(Date2, ‘yyyy-MM-dd’, ‘EEE, d MMM yyyy’)}}

Thu, 29 Feb 2024

{{numFormat(Field1, ‘###,###.00’)}}

16,326.20

“‘###,###.00’ adds zeros if an expression has fewer symbols after a comma than is required.”

{{numFormat(Field2, ‘###,###.##’)}}

16,326.23

‘###,###.##’ rounds the expression to two symbols after a comma if the number has more.

{{numFormat(Field3, ‘$###,###.00’)}}

$16,326.20

Adds currency symbol before the number.

Name

Quantity

{{table(Products)}}

{{Name}}

{{Quantity}}

{{endtable}}

{{table(Products)}}

{{h}}Product List

{{h}}Name

Quantity

{{Name}}

{{Quantity}}

{{endtable}}

{{table(Products)}}

{{h}}Name

Quantity

{{Name}}

{{Quantity}}

{{h}}Total Quantity

{{$sumabove}}

{{endtable}}

Opportunity Name

Opportunity Status

Opportunity Amount

{{table(Opportunity)}}

{{OpportunityName}}

{{OpportunityStatus}}

{{OpportunityAmount}}

{{endtable}}

{{$sumabove}}

{{$total=$sumabove}}

{{$var = 5.48}}

Assign variable $var value 5

{{$var = ‘Harry Potter’}}

Assign variable $var the string value ‘Harry Potter’

{{$var = OpportunityName}}

Assign variable $var the value from the data source

{{$var = 5 + 47 / 2 - 34 * CompanyPrice}}

Assign variable $var the calculated value

{{$var = true}}

Assign variable $var and assign it a boolean value true

{{$var}}

Display value of $var

{{$var > 47}} {{endsWith(OpportunityName, $var)}}

Example of using variables in calculations and functions

*

Accepts numbers:

{{4 * 5}}

{{sqrt(9) * sqrt(16)}}

{{4 * (5 + 3)}}

20

12

32

/

Accepts numbers:

{{42 / 3}}

{{(5 + 3) / (1 + 1)}}

{{sum(3, 4, 5) / 4}}

14

4

3

%

Accepts numbers. Divides the first parameter by second and returns the remainder:

{{42%2}}

{{33 % 4}}

{{34 % 4}}

0

1

2

+

Accepts two numbers or strings:

{{2 + 6 * 7}}

{{4 + abs(-2)}}

{{sqrt(17 + 8)}}

{{‘Pineapple avenue, ’ + 56}}

44

6

5

Pineapple avenue, 56

-

Accepts numbers:

{{22 - 4}}

{{17 * 3 - 8}}

{{pow(6-3, 2)}}

18

43

9

>

Accepts numbers, return booleans:

{{5 > 7}}

{{5 > 3}}

{{16 > pow(3, 2)}}

false

true

true

>=

{{6 >= 4 + 2}}

{{8 >= 4 +2}}

true

true

<

{{5 < 7}}

{{5 < 4}}

{{sqrt(25) < sqrt(4 * 9)}}

true

false

true

<=

{{3 <= 1 + 2}}

{{3 <= 4}}

{{8 <= 7}}

true

true

false

!=

Accepts any expression, returns false if expressions are equal

{{45 != 5 * 9}}

{{‘Jack’ != ‘Jackson’}}

{{2 < 5 != 16 < sqrt (49)}}

false

true

true

=,==

Accepts any expression, returns true if expressions are equal

{{45 = 5 * 9}}

{{‘Jack’ == ‘Jackson’}}

{{2 < 5 == 16 < sqrt (49)}}

{{‘Jack Jackson’ = ‘Jack ’ + ‘Jackson’}}

true

false

false

true

Field

Example

Text

{{t:t;r:n;l:"text_field _1";}}

Signature

{{t:s;r:n;l:"signature_field _1";}}

Initials

{{t:i;r:n;l:"initials_field _1";w:200;}}

Dropdown

{{t:d;r:n;l:"Dd_field _1";dd:first option,second option,third option;w:200;}}

Checkbox

{{t:c;r:n;l:"checkbox_field _1";}}

Date

{{t:dt;r:n;l:"date_field _1";w:150;p:"DD/MM/YYYY";}}

KEY

What does it mean?

Accepted format & values

Example

t

TYPE of the field

s (for signature)

i (for initials)

t (for text)

d (for dropdown)

c (for checkboxes)

dt or date (for dates)

-

r

REQUIRED

y (for required)

n (for optional)

-

l

LABEL

“Field name”

-

dd

DROPDOWN

"option1, option2,

option3, ...."

-

w

WIDTH

w (width)

-

h

HEIGHT

h (height)

-

p

DATE FORMAT

MM/DD/YYYY

09/13/2024

DD/MM/YYYY

13/09/2024

HH:mm

02:30

MMM DD, YYYY

Sep 13, 2024

MM/DD/YY

09/13/24

YYYY-MM-DD

2024-09-13

YYYY/MM/DD

2024/09/13

YYYY-M-D

2024-9-13

YYYY/M/D

2024/9/13

D.M.YYYY

13.9.2024

D-M-YYYY

13-9-2024

D/M/YYYY

13/9/2024

DD.MM.YYYY

13.09.2024

DD-MM-YYYY

13-09-2024