«=client.name»to refer to Word MailMerge fields, which are available to be included as part of templates uploaded to Matters.Cloud| Merge Field | Description |
| «=document.date» | Date when document was first created from a template (short format) |
| «=document.date_long» | Date when document was first created from a template (long format) |
«=document.author_name» | Full name of the user who generated the document |
«=document.author_email» | Email address of the user who generated the document |
«=document.author_job_title» | Job title of the user who generated the document |
| «=document.author_business_phone» | Phone number of the user who generated the document |
«=document.author_department» | Department of the user who generated the document |
| Merge Field | Description |
| «=entity.name» | Unique identifier of the entity |
| «=entity.tax_number» | Tax or VAT registration number of the entity |
| «=entity.domain_name» | URL for the entity's website |
| «=entity.business_phone» | Business phone number of the entity |
| «=entity.email» | Email address of the entity |
| «=entity.address_1» | Address line 1 of the primary address for the entity |
| «=entity.address_2» | Address line 2 of the primary address for the entity |
| «=entity.address_3» | Address line 3 of the primary address for the entity |
| «=entity.address_city» | City of of the primary address for the entity |
| «=entity.address_region» | Region/state of the selected address |
| «=entity.address_country» | Country of the selected address |
| «=entity.address_postcode» | Postcode/zip code of the selected address |
«=entity.full_address» | Full address in a single line |
«=entity.full_address_block}» | Full address arranged in block format |
| Merge Field | Description |
| «=addressee.name» | Name of the addressee (organization name or full name if contact) |
«=addressee.reference» | Reference information for tracking or identification |
| «=addressee.salutation» | How they like to be addressed (optional) |
| «=addressee.first_name» | First name of addressee (contact only) |
| «=addressee.middle_name» | Middle name of addressee (contact only) |
| «=addressee.last_name» | Last name of addressee (contact only) |
| «=addressee.email» | Email address of the addressee (billing email or email if contact) |
«=addressee.home_phone» | Home phone number of addressee (contact only) |
«=addressee.business_phone» | Business phone number of addressee |
| «=addressee.mobile_phone» | Mobile phone number of addressee (contact only) |
| «=addressee.address_1» | Address line 1 of the selected address |
| «=addressee.address_2» | Address line 2 of the selected address |
| «=addressee.address_3» | Address line 3 of the selected address |
| «=addressee.address_city» | City of the selected address |
| «=addressee.address_region» | Region/state of the selected address |
| «=addressee.address_country» | Country of the selected address |
| «=addressee.address_postcode» | Postcode/zipcode of the selected address |
«=addressee.full_address» | Full address in a single line |
«=addressee.full_address_block» | Full address arranged in block format |
Merge Field | Description |
| «=client.client_code» | Unique identifier of the client record |
| «=client.name» | Name of the client |
«=client.date_of_birth | Client's date of birth |
«=client.salutation» | How the client should be addressed |
«=client.party-type» | Contact or Organization |
| «=client.payment_days» | Middle name of contact person |
| «=client.tax_number» | Tax or VAT registration number of the client |
| «=client.domain_name» | URL for the client's website |
| «=client.business_phone» | Business phone number of the client |
«=client.business_phone» | Home phone number of the client |
«=client.mobile_phone» | Mobile phone number of the client |
| «=client.email» | Email address of the client |
«=client.owner_name» | Owner of the client |
«=client.address_1» | Address line 1 of the selected address |
«=client.address_2» | Address line 2 of the selected address |
«=client.address_3» | Address line 3 of the selected address |
«=client.address_city» | City of the selected address |
«=client.address_region» | Region/state of the selected address |
«=client.address_country» | Country of the selected address |
«=client.address_postcode» | Postcode/zipcode of the selected address |
«=client.full_address» | Client's address in a full single line |
«=client.full_address_block» | Client's full address formatted as block |
| Merge Field | Description |
| «=matter.matter_code» | Unique identifier of the matter record |
| «=matter.name» | Name of the matter |
«=matter.client_reference» | Unique client reference for the matter |
| «=matter.type» | Type of the matter |
| «=matter.currency» | Currency of the matter |
| «=matter.open_date» | Date when matter was first opened |
| «=matter.close_date» | Date when matter was closed |
| «=matter.estimated_hours» | Estimated hours for the matter |
| «=matter.estimated_expenses» | Estimated expenses/disbursements for the matter |
«=matter.estimated_fees» | Estimated fees for the matter |
«=matter.billing_value | The billing value recorded against the matter |
«=matter.owner_name» | Full name of the user assigned to the matter |
«=matter.owner_email» | Email address of the user assigned to the matter |
«=matter.owner_job_title» | Job title of the user assigned to the matter |
«=matter.owner_business_phone» | Phone number of the matter owner |
«=matter.owner_department» | Department of the matter owner |
Merge Field | Description |
«=opportunity.opportunity_code» | Unique identifier of the opportunity record |
| «=opportunity.name» | Name of the opportunity |
| «=opportunity.stage» | Current stage of the opportunity |
| «=opportunity.open_date» | Date when the opportunity was created |
| «=opportunity.close_date» | Expected or actual close date of the opportunity |
| «=opportunity.estimated_hours» | Estimated hours for the opportunity |
| «=opportunity.estimated_fees» | Estimated fees for the opportunity |
| «=opportunity.estimated_expenses» | Estimated expenses for the opportunity |
| «=opportunity.currency» | Currency assigned to the opportunity |
| «=opportunity.owner_name» | Full name of the user assigned to the opportunity |
| «=opportunity.owner_email» | Email address of the user assigned to the opportunity |
| «=opportunity.owner_job_title» | Job title of the user assigned to the opportunity |
| «=opportunity.owner_business_phone» | Business phone number of the user assigned to the opportunity |
| «=opportunity.supervisor_signature» | Signature of the opportunity supervisor |
| «=opportunity.opportunityable_name» | Name of the client or entity associated with the opportunity |
| «=opportunity.client_reference» | Client reference recorded against the opportunity |