Insert Field Codes

Note This section deals with the Doc_P process. For templates using the MT02 process, please refer to the MT02 Process.

You can add field codes to a template document by dragging them from the Field Code Selector window to the required location within the document template.

Field Code Selection

The Field Codes section lists all the fields available for you to select. To make locating the required field easy, the Field Code Selector has a Search/Browse Fields field which filters the list of field codes based on the criteria you type in using a contains match. You can also expand the relevant folders to display the fields and locate the required field manually.

There are also Insert Command Codes and Insert Firm Details folders. The Commands folder which extends the functionality of the merge process with pick lists, questions and standard paragraphs and the Firm Details folder has fields holding branch, fee earner and partner information. Please refer to Commands for full details on their usage.

Once you have selected the field, use the Formatting Options in the lower half of the window to ensure the data is pulled into the document appropriately, e.g. the address in a block or single line.

For full details on formatting, please refer to Field Code Formatting Options.

Having selected the field and appropriate format option, you then click and drag the field to the required location in the document template.

All field codes begin with <FC> and end in </FC>.

To insert a merge field:

  1. If necessary, display the Field Code Selector (use the Add-ins ribbon and click ALB Menus).
  2. Enter relevant criteria in the Search/Browse Fields field or expand the folders to locate and select the required merge field.
  3. Select the required formatting.
  4. Drag the field into the required position within the document template.

To delete a merge field:

  1. Field codes begin with <FC> and end in </FC>, highlight the entire field code and press Delete.

Note You must make sure to delete the full field code including the start <FC> and end </FC> points.

Search Field Example:

Type surname in the Search/Browse Fields field.

Select Surname in the Standard Fields, Individuals, Client/Contact folders.

In the lower section, the Formatting Options Screen is visible.

Select the appropriate Role, in this example Primary Client.

Drag the Surname field code to the point in the document where you wish the client's surname to appear.

The field is displayed as follows: <FC>Surname<format></format><RL>PC</RL><AI>1</AI></FC>

Expand Folder Example:

Expand the Standard Fields, Individuals then Clients/Contact folders.

Scroll down until you can see and select the Surname field.

In the lower section, the Formatting Options Screen is visible.

Select the appropriate Role, in this example Primary Client.

Drag the Surname field code to the point in the document where you wish the client's surname to appear.

The field is displayed as follows: <FC>Surname<format></format><RL>PC</RL><AI>1</AI></FC>

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