There are numerous merge fields available for use in the Microsoft Word document templates for transactions.

Copy the desired fields from these tables and paste them into your template.

Global (System Fields)

Field Name Text to Paste Into Your Template
Global «Global»
Global_Today «Global_Today»
Global_Today_Day «Global_Today_Day»
Global_Today_Month «Global_Today_Month»
Global_Today_Year «Global_Today_Year»
Global_User «Global_User»
Global_User_Display «Global_User_Display»
Global_User_First «Global_User_First»
Global_User_Last «Global_User_Last»
Global_User_Middle «Global_User_Middle»

Firm (System Fields)

Field Name Text to Paste Into Your Template
Firm «Firm»
Firm_Addr «Firm_Addr»
Firm_Addr_Addr1 «Firm_Addr_Addr1»
Firm_Addr_Addr2 «Firm_Addr_Addr2»
Firm_Addr_City «Firm_Addr_City»
Firm_Addr_Ctr «Firm_Addr_Ctr»
Firm_Addr_Ctr_Full «Firm_Addr_Ctr_Full»
Firm_Addr_Full «Firm_Addr_Full»
Firm_Addr_St «Firm_Addr_St»
Firm_Addr_St_Full «Firm_Addr_St_Full»
Firm_Addr_Zip «Firm_Addr_Zip»
Firm_BookKeeper «Firm_BookKeeper»
Firm_BookKeeper_Name «Firm_BookKeeper_Name»
Firm_BookKeeper_Name_Display «Firm_BookKeeper_Name_Display»
Firm_BookKeeper_Name_First «Firm_BookKeeper_Name_First»
Firm_BookKeeper_Name_Last «Firm_BookKeeper_Name_Last»
Firm_BookKeeper_Name_Middle «Firm_BookKeeper_Name_Middle»
Firm_BookKeeper_Phone «Firm_BookKeeper_Phone»
Firm_BookKeeper_Title «Firm_BookKeeper_Title»
Firm_Email «Firm_Email»
Firm_Fax «Firm_Fax»
Firm_LawFirmId «Firm_LawFirmId»
Firm_Phone «Firm_Phone»
Firm_WebSite «Firm_WebSite»

Transaction (System Fields)

Field Name Text to Paste Into Your Template
Transaction «Transaction»
Transaction_Address «Transaction_Address»
Transaction Address_Address 1 «Transaction_Address_Addr1»
Transaction Address_Address 2 «Transaction_Address_Addr2»
Transaction Address_City «Transaction_Address_City»
Transaction Address_County «Transaction_Address_Ctr»
Transaction Address_Ctr_Full «Transaction_Address_Ctr_Full»
Transaction_Address_Full «Transaction_Address_Full»
Transaction _Address_St «Transaction_Address_St»
Transaction_Address_St_Full «Transaction_Address_St_Full»
Transaction_Address_Zip_Code «Transaction_Address_Zip»
Transaction_Address_Full «Transaction_Address_Full»
Transaction_Address_St «Transaction_Address_St»
Transaction_Address_St_Full «Transaction_Address_St_Full»
Transaction_Address_Zip «Transaction_Address_Zip»
Transaction_Amount «Transaction_Amount»
Transaction_AmountInWords «Transaction_AmountInWords»
Transaction_BankAccountName «Transaction_BankAccountName»
Transaction_BankAccountNumber «Transaction_BankAccountNumber»
Transaction_BankName «Transaction_BankName»
Transaction_BankType «Transaction_BankType»
Transaction_ClearDate «Transaction_ClearDate»
Transaction_ClearDate_Day «Transaction_ClearDate_Day»
Transaction_ClearDate_Month «Transaction_ClearDate_Month»
Transaction_ClearDate_Year «Transaction_ClearDate_Year»
Transaction_Cleared «Transaction_Cleared»
Transaction_CreditCardType «Transaction_CreditCardType»
Transaction_DepositSlipDate «Transaction_DepositSlipDate»
Transaction_DepositSlipDate_Day «Transaction_DepositSlipDate_Day»
Transaction_DepositSlipDate_Month «Transaction_DepositSlipDate_Month»
Transaction_DepositSlipDate_Year «Transaction_DepositSlipDate_Year»
Transaction_IndexNumber «Transaction_IndexNumber»
Transaction_Mtr «Transaction_Mtr»
Transaction_Mtr_AreaOfLaw «Transaction_Mtr_AreaOfLaw»
Transaction_Mtr_AreaOfLaw_Code «Transaction_Mtr_AreaOfLaw_Code»
Transaction_Mtr_BillingMethod «Transaction_Mtr_BillingMethod»
Transaction_Mtr_Client «Transaction_Mtr_Client»
Transaction_Mtr_ClientIssuedMtrId «Transaction_Mtr_ClientIssuedMtrId»
Transaction_Mtr_Client_Billing «Transaction_Mtr_Client_Billing»
Transaction_Mtr_Client_Billing_Addr «Transaction_Mtr_Client_Billing_Addr»
Transaction_Mtr_Client_Billing_Addr_Addr1 «Transaction_Mtr_Client_Billing_Addr_Addr1»
Transaction_Mtr_Client_Billing_Addr_Addr2 «Transaction_Mtr_Client_Billing_Addr_Addr2»
Transaction_Mtr_Client_Billing_Addr_City «Transaction_Mtr_Client_Billing_Addr_City»
Transaction_Mtr_Client_Billing_Addr_Ctr «Transaction_Mtr_Client_Billing_Addr_Ctr»
Transaction_Mtr_Client_Billing_Addr_Ctr_Full «Transaction_Mtr_Client_Billing_Addr_Ctr_Full»
Transaction_Mtr_Client_Billing_Addr_Full «Transaction_Mtr_Client_Billing_Addr_Full»
Transaction_Mtr_Client_Billing_Addr_St «Transaction_Mtr_Client_Billing_Addr_St»
Transaction_Mtr_Client_Billing_Addr_St_Full «Transaction_Mtr_Client_Billing_Addr_St_Full»
Transaction_Mtr_Client_Billing_Addr_Zip «Transaction_Mtr_Client_Billing_Addr_Zip»
Transaction_Mtr_Client_Billing_Name «Transaction_Mtr_Client_Billing_Name»
Transaction_Mtr_Client_Billing_Name_Display «Transaction_Mtr_Client_Billing_Name_Display»
Transaction_Mtr_Client_Billing_Name_First «Transaction_Mtr_Client_Billing_Name_First»
Transaction_Mtr_Client_Billing_Name_Last «Transaction_Mtr_Client_Billing_Name_Last»
Transaction_Mtr_Client_Billing_Name_Middle «Transaction_Mtr_Client_Billing_Name_Middle»
Transaction_Mtr_Client_Code «Transaction_Mtr_Client_Code»
Transaction_Mtr_Client_Company «Transaction_Mtr_Client_Company»
Transaction_Mtr_Client_Email «Transaction_Mtr_Client_Email»
Transaction_Mtr_Client_Funds_Operating «Transaction_Mtr_Client_Funds_Operating»
Transaction_Mtr_Client_Funds_Trust «Transaction_Mtr_Client_Funds_Trust»
Transaction_Mtr_Client_Name «Transaction_Mtr_Client_Name»
Transaction_Mtr_Client_Name_Display «Transaction_Mtr_Client_Name_Display»
Transaction_Mtr_Client_Name_First «Transaction_Mtr_Client_Name_First»
Transaction_Mtr_Client_Name_Last «Transaction_Mtr_Client_Name_Last»
Transaction_Mtr_Client_Name_Middle «Transaction_Mtr_Client_Name_Middle»
Transaction_Mtr_Client_Prim «Transaction_Mtr_Client_Prim»
Transaction_Mtr_Client_Prim_Addr «Transaction_Mtr_Client_Prim_Addr»
Transaction_Mtr_Client_Prim_Addr_Addr1 «Transaction_Mtr_Client_Prim_Addr_Addr1»
Transaction_Mtr_Client_Prim_Addr_Addr2 «Transaction_Mtr_Client_Prim_Addr_Addr2»
Transaction_Mtr_Client_Prim_Addr_City «Transaction_Mtr_Client_Prim_Addr_City»
Transaction_Mtr_Client_Prim_Addr_Ctr «Transaction_Mtr_Client_Prim_Addr_Ctr»
Transaction_Mtr_Client_Prim_Addr_Ctr_Full «Transaction_Mtr_Client_Prim_Addr_Ctr_Full»
Transaction_Mtr_Client_Prim_Addr_Full «Transaction_Mtr_Client_Prim_Addr_Full»
Transaction_Mtr_Client_Prim_Addr_St «Transaction_Mtr_Client_Prim_Addr_St»
Transaction_Mtr_Client_Prim_Addr_St_Full «Transaction_Mtr_Client_Prim_Addr_St_Full»
Transaction_Mtr_Client_Prim_Addr_Zip «Transaction_Mtr_Client_Prim_Addr_Zip»
Transaction_Mtr_Client_Prim_Email «Transaction_Mtr_Client_Prim_Email»
Transaction_Mtr_Client_Prim_Fax «Transaction_Mtr_Client_Prim_Fax»
Transaction_Mtr_Client_Prim_Name «Transaction_Mtr_Client_Prim_Name»
Transaction_Mtr_Client_Prim_Name_Display «Transaction_Mtr_Client_Prim_Name_Display»
Transaction_Mtr_Client_Prim_Name_First «Transaction_Mtr_Client_Prim_Name_First»
Transaction_Mtr_Client_Prim_Name_Last «Transaction_Mtr_Client_Prim_Name_Last»
Transaction_Mtr_Client_Prim_Name_Middle «Transaction_Mtr_Client_Prim_Name_Middle»
Transaction_Mtr_Client_Prim_Phone_Cell «Transaction_Mtr_Client_Prim_Phone_Cell»
Transaction_Mtr_Client_Prim_Phone_Home «Transaction_Mtr_Client_Prim_Phone_Home»
Transaction_Mtr_Client_Prim_Phone_Work «Transaction_Mtr_Client_Prim_Phone_Work»
Transaction_Mtr_Client_Sec «Transaction_Mtr_Client_Sec»
Transaction_Mtr_Client_Sec_Addr «Transaction_Mtr_Client_Sec_Addr»
Transaction_Mtr_Client_Sec_Addr_Addr1 «Transaction_Mtr_Client_Sec_Addr_Addr1»
Transaction_Mtr_Client_Sec_Addr_City «Transaction_Mtr_Client_Sec_Addr_City»
Transaction_Mtr_Client_Sec_Addr_Ctr «Transaction_Mtr_Client_Sec_Addr_Ctr»
Transaction_Mtr_Client_Sec_Addr_Ctr_Full «Transaction_Mtr_Client_Sec_Addr_Ctr_Full»
Transaction_Mtr_Client_Sec_Addr_Full «Transaction_Mtr_Client_Sec_Addr_Full»
Transaction_Mtr_Client_Sec_Addr_St «Transaction_Mtr_Client_Sec_Addr_St»
Transaction_Mtr_Client_Sec_Addr_St_Full «Transaction_Mtr_Client_Sec_Addr_St_Full»
Transaction_Mtr_Client_Sec_Addr_Zip «Transaction_Mtr_Client_Sec_Addr_Zip»
Transaction_Mtr_Client_Sec_Email «Transaction_Mtr_Client_Sec_Email»
Transaction_Mtr_Client_Sec_Fax «Transaction_Mtr_Client_Sec_Fax»
Transaction_Mtr_Client_Sec_Name «Transaction_Mtr_Client_Sec_Name»
Transaction_Mtr_Client_Sec_Name_Display «Transaction_Mtr_Client_Sec_Name_Display»
Transaction_Mtr_Client_Sec_Name_First «Transaction_Mtr_Client_Sec_Name_First»
Transaction_Mtr_Client_Sec_Name_Last «Transaction_Mtr_Client_Sec_Name_Last»
Transaction_Mtr_Client_Sec_Name_Middle «Transaction_Mtr_Client_Sec_Name_Middle»
Transaction_Mtr_Client_Sec_Phone_Cell «Transaction_Mtr_Client_Sec_Phone_Cell»
Transaction_Mtr_Client_Sec_Phone_Home «Transaction_Mtr_Client_Sec_Phone_Home»
Transaction_Mtr_Client_Sec_Phone_Work «Transaction_Mtr_Client_Sec_Phone_Work»
Transaction_Mtr_Client_Type «Transaction_Mtr_Client_Type»
Transaction_Mtr_DateOpened «Transaction_Mtr_DateOpened»
Transaction_Mtr_DateOpened_Day «Transaction_Mtr_DateOpened_Day»
Transaction_Mtr_DateOpened_Month «Transaction_Mtr_DateOpened_Month»
Transaction_Mtr_DateOpened_Year «Transaction_Mtr_DateOpened_Year»
Transaction_Mtr_DefaultTrustBank «Transaction_Mtr_DefaultTrustBank»
Transaction_Mtr_DefaultTrustBank_AccountName «Transaction_Mtr_DefaultTrustBank_AccountName»
Transaction_Mtr_FileNumber «Transaction_Mtr_FileNumber»
Transaction_Mtr_OwnerName «Transaction_Mtr_OwnerName»
Transaction_Mtr_PONumber «Transaction_Mtr_PONumber»
Transaction_Mtr_UnbilledBalance «Transaction_Mtr_UnbilledBalance»
Transaction_Mtr_UnpaidBalance «Transaction_Mtr_UnpaidBalance»
Transaction_Memo1 «Transaction_Memo1»
Transaction_Memo2 «Transaction_Memo2»
Transaction_Payee «Transaction_Payee»
Transaction_ReferenceNumber «Transaction_ReferenceNumber»
Transaction_SignedAmount «Transaction_SignedAmount»
Transaction_TransactionDate «Transaction_TransactionDate»
Transaction_TransactionDate_Day «Transaction_TransactionDate_Day»
Transaction_TransactionDate_Month «Transaction_TransactionDate_Month»
Transaction_TransactionDate_Year «Transaction_TransactionDate_Year»
Transaction_TransactionStatus «Transaction_TransactionStatus»
Transaction_TransactionType «Transaction_TransactionType»