![]() ![]() This document lists all the Merge Fields codes that can be added to a Word Template or Stationery. do not work when they are added to FYI Templates and Stationery, Adding FYI Merge Fields to Word Templates and Stationeryĭownload the FYI Merge Fields.docx from the link above (refer above to Downloading the FYI Merge Fields.docx). The Word Fields that give the user a Prompt, such as Ask and Fill-in. Word Fields that give a Prompt, such as Ask and Fill-in Refer to Digital Signatures using Annature and Digital Signatures using FuseSign. The Signature Merge Field is automatically detected as a placeholder where the recipient has to sign, this does not show the sender's signature. When sending documents for signature via Annature or FuseSign you need to ensure the document you send has the Signature Merge Field included in the document. Īn example of a Word template with Merge Fields is shown below. Refer also to Including Advanced Tax-Related Merge Fields in Word and Spreadsheet Templates. If these Tax Merge Fields are used in any other processes (such as Custom Processes) or if a template with the Tax Merge Fields is used when creating a new document, they will retrieve the data from the most recent Tax Return or Assessment. ![]() The Tax Merge Fields shown in the document are used in the FYI pre-configured processes for Tax Assessments processes which are triggered by Tax Returns and Assessments from Xero Tax (refer to Xero Tax Return AutoFile (Australia Only)). Refer below to Merge Fields for Custom Fields. If you have set up Custom Fields in your practice management software, or UDFs in GreatSoft, or Custom Fields in FYI, you can include Merge Fields for these in Templates and Stationery. You can add the date in two way, using the FYI Merge Field «CreatedDate», or the Word Date function. These are added with the Merge Fields «OwnerRole», «OwnerQualifications» If you have added Roles to your users and Qualifications to the User Profiles (refer to Managing Users) these can be included, for example in the sign off in a Word Templates or Stationery for the Owner of the document that is created. Refer to Unique Document Reference Number. To include the unique FYI reference number, add the Merge Field «ReferenceNumber» to Word Templates or Stationery. WORD MAIL MERGE SOFTWAREIf user information such as the direct or mobile phone number of the owner needs to be added or updated, this needs to be done in the Staff profile within your practice management software and then synced to FYI. These examples are added as «OwnerName», «OwnerPhone» ![]() User information from Staff in your Practice Management Softwareįor example, the Owner (creator of the document) Name and Phone. These examples are added as the Merge Field codes «Name», «ContactName», «Addressee», «Salutation». Information from your Practice Management Softwareįor example the client's Name, Contact Name, Addressee, Salutation is retrieved from your practice management software for the primary contact of the client, as displayed on the Client - Summary tab (refer to Client Summary). These examples are added as the Merge Field codes «FirstName», «LastName», «PostalAddress» If you will be editing the Template or Stationery from FYI, you need to use the Edit from Desktop function.Ĭlient information from your Practice Management Softwareįor example, First Name and Last Name of the addressee, and the Postal Address.If you have prepared the Word document and will be using drag and drop or Upload to import it as a Template, you can add the Merge Fields to the document using the desktop version of Word.The functionality is not available in the Online version of Word. When adding Merge Fields to a Word document, this must be done using the desktop version of Word. Important - Use the Desktop Version of Word when adding Merge Fields WORD MAIL MERGE DOWNLOADMerge Fields for Custom Fields that are Maintained in FYIĬlick here to download the FYI Merge Fields.docx for a list of Merge Fields that you can copy and paste into your Templates and Stationery (or download the file from the bottom of this article).Copy a Field from the Merge Fields Document.Adding FYI Merge Fields to Word Templates and Stationery.Important - Use the Desktop Version of Word when adding Merge Fields.This article contains the following sections: Merge Fields are added to the content of the Word Template or Stationery and need to be added in a specific format. For general information on creating and updating Templates and Stationery in FYI, refer to Creating Stationery for Word and Creating Templates for Word, Spreadsheet or Presentation. For an overview of how Merge Fields are used, refer to Setting up Document Templates and Stationery. You can include Merge Fields in a Word Template or Stationery to bring in content from your practice management software and from FYI. ![]()
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