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Text Area, List, and Table Merge Tags for Dynamic Document Creation

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Elayza Cataluna
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ClientPoint provides powerful features for personalizing documents through merge tags. These tags allow you to insert dynamic content, such as text areas, lists, and tables, which adjust to the data you include. Here's a detailed breakdown of how to use these merge tags effectively:

1. Text Area Merge Tag

The Text Area field type is useful for including longer entries like sentences or paragraphs within your merge documents. It is ideal when you need to input a substantial amount of text that can vary between documents.

Merge Tag Syntax for Text Area:

^TEXTAREA_FieldName^
  • FieldName: This represents the label of the text area. Replace it with your preferred label to indicate what information should go in the text area.

Example Usage:

Please consider funding this training opportunity. I have also attached a detailed cost breakdown for the conference, including the registration fee, travel expenses, and estimated daily expenses, for your review. ^TEXTAREA_ConferenceDetails^ Thank you for supporting professional development for educators. Sincerely, [Your Name]

2. Bulleted List Merge Tag

To create a dynamic bulleted list in your merge document, use the List Merge Tag. This feature allows you to generate lists that can have varying numbers of items based on your data.

Merge Tag Syntax for Bulleted List:

^LIST_ListName_TEXT_ColumnName^
  • ListName: The name you give to the list (which will appear as the header).
  • TEXT: Specifies that the list will be composed of text entries.
  • ColumnName: The name of the column where data will be entered.

Example Usage:

Please consider funding this training opportunity. I have also attached a detailed cost breakdown for the conference, including the registration fee, travel expenses, and estimated daily expenses, for your review. ^LIST_Services_TEXT_Includes^ Thank you for supporting professional development for educators. Sincerely, [Your Name]

In this example, the merge tag ^LIST_Services_TEXT_Includes^ will generate a bulleted list of services that the recipient will review or approve.

3. Table Merge Tag

Tables are another great way to present data, and you can use the Table Merge Tag to dynamically generate tables with multiple columns. Unlike bulleted lists, tables allow for more complex data entry with rows and columns.

Merge Tag Syntax for Tables:

^ROW_TableName_TEXT_ColumnName^
  • ROW: Indicates that the tag will create a table.
  • TableName: The name of the table, which will appear as a header.
  • TEXT: Specifies that the content in the table will be text entries.
  • ColumnName: The name of the column where data will be entered.

Example Usage:

Here is a cost breakdown for the conference: Column 1: Item Name ^ROW_Products_TEXT_ItemName^ Column 2: Price ^ROW_Products_TEXT_Price^

This will create a table where you can input various items and their corresponding prices, making it easy to manage and present the information.

Conclusion:

Using Text Areas, Bulleted Lists, and Tables through merge tags can significantly enhance the personalization and dynamism of your documents. These features make it easier to generate tailored content based on the specific data you provide, ensuring your proposals and other documents are customized for each recipient.

For further assistance or any questions, please contact support@clientpoint.net.

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