Merge Tags

Use these merge tags to turn Word docs into automated templates

Chris Williams avatar
Written by Chris Williams
Updated over a week ago

Overview

Merge tags in Docketwise allow you to easily populate information from Docketwise into Word documents and client emails:

  • Automated Templates: Turn any .docx file into an automated template!

  • Email Messages: With Merge Tags in messages, you can include contact and matter information in email messages (and email message templates)!

Frequently Used Tags

  • #full_name#

  • #first_name#

  • #middle_name#

  • #last_name#

  • #email#

  • #spouse_full_name#

  • #physical_address#

  • #mailing_address#

  • #alien_registration_number#

  • #daytime_phone_number#

  • #matter_title#

  • #matter_description#

  • #matter_applicant#

  • #date_of_birth#

  • #today#

All Available Tags

  • #individual_taxpayer_identification_number#

  • #national_identification_number#

  • #us_status#

  • #us_status_other#

  • #us_status_start_date#

  • #us_status_expiry_date#

  • #citizenship_acquired_through#

  • #certificate_of_naturalization_number#

  • #certificate_of_naturalization_city_of_issuance#

  • #certificate_of_naturalization_state_of_issuance#

  • #certificate_of_naturalization_country_of_issuance#

  • #certificate_of_naturalization_date_of_issuance#

  • #certificate_of_citizenship_number#

  • #certificate_of_citizenship_city_of_issuance#

  • #certificate_of_citizenship_state_of_issuance#

  • #certificate_of_citizenship_country_of_issuance#

  • #certificate_of_citizenship_date_of_issuance#

  • #permanent_residence_class_of_admission#

  • #permanent_residence_date_of_admission#

  • #permanent_residence_city_of_admission#

  • #permanent_residence_state_of_admission#

  • #country_of_citizenship#

  • #city_of_birth#

  • #state_of_birth#

  • #country_of_birth#

  • #citizenship_at_birth#

  • #eoir_number#

  • #language#

  • #gender#

  • #marital_status#

  • #marital_status_other#

  • #height_feet#

  • #height_inches#

  • #weight_hundreds#

  • #weight_tens#

  • #weight_ones#

  • #eye_color#

  • #hair_color#

  • #religion#

  • #passport_number#

  • #travel_document_number#

  • #passport_or_travel_document_type#

  • #passport_or_travel_document_country#

  • #passport_or_travel_document_expiry#

  • #passport_or_travel_document_issue_date#

  • #passport_or_travel_document_city_where_issued#

  • #passport_or_travel_document_state_where_issued#

  • #passport_or_travel_document_country_where_issued#

  • #passport_book_number#

  • #highest_level_of_education#

  • #prior_travel_document_date_issued#

  • #prior_travel_document_disposition#

  • #us_resident_since#

  • #employment_status#

  • #employment_status_other#

  • #retired_since#

  • #unemployed_since#

  • #date_of_death#

  • #native_language#

  • #other_fluent_languages#

  • #other_dates_of_birth#

  • #other_countries_of_residence#

  • #other_passport_or_travel_document_number#

  • #tps_date_from#

  • #tps_date_to#

  • #tps_still_valid#

  • #other_countries_visited#

  • #number_of_other_dependents#

  • #disability#

  • #deaf_accommodation#

  • #blind_accommodation#

  • #other_accommodation#

  • #income_salary#

  • #income_other_income#

  • #income_other_financial_support#

  • #household_members_income#

  • #assets_general#

  • #assets_cash#

  • #assets_checking_or_savings_at_us_banks#

  • #assets_checking_or_savings_at_foreign_banks#

  • #assets_real_estate#

  • #assets_automobiles#

  • #assets_stocks_and_bonds#

  • #assets_life_insurance_sum#

  • #assets_life_insurance_cash_surrender_value#

  • #expenses_general#

  • #expenses_housing#

  • #expenses_food#

  • #expenses_medical#

  • #expenses_utilities#

  • #expenses_transportation#

  • #expenses_debts#

  • #expenses_other#

  • #liabilities_mortgage_debt#

  • #liabilities_car_loans#

  • #liabilities_credit_card_debt#

  • #liabilities_education_related_loans#

  • #liabilities_tax_debts#

  • #liabilities_leins#

  • #liabilities_personal_loans#

  • #liabilities_and_debts#

  • #nonimmigrant_visa_number#

  • #nonimmigrant_visa_issue_date#

  • #nonimmigrant_visa_expiry_date#

  • #nonimmigrant_visa_issue_city#

  • #nonimmigrant_visa_issue_country#

  • #nonimmigrant_visa_classification#

  • #sevis_number#

  • #state_department_personal_identification_number#

  • #employment_authorization_document_number#

  • #border_crossing_card_number#

  • #army_branch#

  • #army_from_date#

  • #army_to_date#

  • #army_discharge_type#

  • #seeking_refuge_from_country#

  • #title#

  • #occupation#

  • #most_recently_left_country_of_origin#

  • #country_of_domicile#

  • #beneficiary#

  • #other_citizenships#

  • #telecode_first_name#

  • #telecode_last_name#

  • #last_12_months_us_credit_score#

  • #low_credit_score_explanation#

  • #health_insurance_annual_premium#

  • #health_insurance_renewal_date#

  • #expected_date_of_disenrollment_from_public_benefits#

  • #public_benefits_applicable_from_date#

  • #public_benefits_applicable_to_date#

  • #advance_parole_expiry#

  • #employment_authorization_document_expiry#

  • #vmax#

  • #relationship_to_the_applicant#

  • #forms_filed_for_fee_waiver#

  • #income_counted_toward_household_income#

  • #company_name_as_listed_in_everify#

  • #number_of_parttime_us_employees#

  • #number_of_fulltime_us_employees#

  • #number_of_employees_abroad#

  • #number_of_employees_in_executive_and_managerial_positions#

  • #number_of_positions_in_us_that_require_special_qualifications#

  • #percentage_of_employees_in_nonimmigrant_status#

  • #naics_code#

  • #type_of_school#

  • #everify_identification_number#

  • #nature_of_organization#

  • #nature_of_business#

  • #net_worth#

  • #gross_annual_income#

  • #gross_annual_income_year_ending#

  • #net_annual_income#

  • #net_annual_income_year_ending#

  • #assets_total_value#

  • #business_type#

  • #website#

  • #establishment_place#

  • #establishment_date#

  • #labor_certification_dol_case_number#

  • #labor_certification_dol_filing_date#

  • #labor_certification_dol_expiry_date#

  • #major_field_of_study#

  • #physical_address_street_number_and_name#

  • #physical_address_apartment_suite_floor#

  • #physical_address_apartment_number#

  • #physical_address_city#

  • #physical_address_state#

  • #physical_address_province#

  • #physical_address_zip_code#

  • #physical_address_zip_code_extension#

  • #physical_address_postal_code#

  • #physical_address_county#

  • #physical_address_country#

  • #physical_address_date_from#

  • #physical_address_date_from_format#

  • #physical_address_date_to#

  • #physical_address_date_to_format#

  • #physical_address_live_here_with_spouse#

  • #physical_address_phone_number#

  • #mailing_address_street_number_and_name#

  • #mailing_address_apartment_suite_floor#

  • #mailing_address_apartment_number#

  • #mailing_address_city#

  • #mailing_address_state#

  • #mailing_address_province#

  • #mailing_address_zip_code#

  • #mailing_address_zip_code_extension#

  • #mailing_address_postal_code#

  • #mailing_address_county#

  • #mailing_address_country#

  • #mailing_address_date_from#

  • #mailing_address_date_from_format#

  • #mailing_address_date_to#

  • #mailing_address_date_to_format#

  • #mailing_address_live_here_with_spouse#

  • #mailing_address_phone_number#

  • #evening_phone_number#

  • #fax_phone_number#

  • #home_phone_number#

  • #mobile_phone_number#

  • #work_phone_number#

  • #other_phone_number#

  • #today#

  • #matter_applicant#

  • #matter_applicant_first_name#

  • #matter_applicant_last_name#


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