What is a merge field?

A variable document is a document that includes fields that can be filled in automatically with information related to users and their operations.

These fields are called merge fields and are used to display various information.

The information that can be retrieved using the merge fields are, for example:

• User characteristics such as surname, first name, nationality, address, etc.
• Responses to a customer knowledge form or during a subscription
• Information relating to a transaction
• Information relating to an operation
• Or any other information concerning the investment

A merge field usually has the following structure:

• The name of the table (in the database) containing the information
• The name of the element to retrieve

Here is an example of merge fields to retrieve the last name, first name, email address and telephone number of an investor who has subscribed to a product.

$lender represents the table where investor information is contained

$last_name is the name of the column in the table containing the investor's last name

⚠ If you want to use a date in mm/dd/yyyy format, the merge field will be in the form: $formatUtils.formatDate(date_a_formater)

Example: $formatUtils.formatDate($extractUtils.extractAnswer($form, 0, 0, 0))

Here, the answer to the first question in the first section of the registration form is a date that will be displayed in the format dd/mm/yyyy.

If necessary, refer to Velocity Apache: https://velocity.apache.org/engine/2.1/user-guide.html