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Standard Merge Fields

Standard merge fields extract information out of Connectworks and automatically populate it into a document.

Further information for creating a document with merge fields is located in the 'learn more' section of the precedents tab in Connectworks. 

Standard merge fields for both Companies and Trusts

{{name}} Entity name (of Company, Trust or Estate)
{{currentDate}} Date the precedent was downloaded from Connectworks
{{balanceDate}} The balance date (if set) for the most recent year
{{registrationNumber1}}  Company Office number
{{registrationNumber2}}  NZBN
{{taxNumber1}}  IRD number
{{taxNumber2}}  GST number

 

Additional merge fields for trusts

{{settlementDate}} The settlement date
{{vestingDate}} The vesting date
{{vestingEvent}} The vesting event
{{settlor_list}} This is a collection and references the settlors
{{trustee_list}} This is a collection and references the trustees
{{trusteePending_list}}  This is a collection and references the pending trustees 
{{beneficiary_list}} This is a collection and references the beneficiaries 
{{discretionaryBeneficiary_list}} This is a collection and references the discretionary beneficiaries 
{{primaryBeneficiary_list}} This is a collection and references the primary beneficiaries  
{{secondaryBeneficiary_list}} This is a collection and references the secondary beneficiaries  
{{finalBeneficiary_list}} This is a collection and references the final beneficiaries  
{{appointer_list}} This is a collection and references the appointors 

 

Additional merge fields for Companies

{{incorporationDate}} The incorporation date
{{director_list}}  This is a collection and references the directors
{{directorPending_list}}  This is a collection and references the pending directors 
{{shareholder_list}}  This is a collection and references the shareholders 

Standard merge fields for various types

Relationships

{{phone1}} The first recorded (common) phone number
{{phone2}} The second recorded (common) phone number
{{email}} The (common) email
{{dateOfBirth}} The (common) date of birth (for a person)
{{locationOfBirth}} The (common) location of birth (for a person)
{{countryOfBirth}} The (common) country of birth (for a person)
   

Address

{{street1}} The first street address
{{street2}} The second street address
{{town}} The city or town
{{postcode}} The postal code
{{country}} The country

 

The following documents have 2 pages, that actual raw information on how the document is created with the merge fields, and how it looks once uploaded into Connectworks and merged. The documents only show an example and not every merge option available in Connectworks. 

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