Tokens (Merge Field)

Tokens helps you to generalize your template’s dynamic information and standardize the document creation process.

What is a token?

Tokens helps you to generalize your template’s dynamic information and standardize the document creation process. These tokens can automatically populate a Recipient’s Name, email address, Company name, and more.The format for token is {{company_name}}, {{client.name}}. Think of the information that is always changing in your document, then replace that with a token.

  • The token should not contain any spaces in between.

  • Special characters are not supported in tokens. Tokens only support underscores (_) and nested tokens are separated by dot (.)

  • Token names should not start with underscore (_) except for predefined tokens.

  • Token names cannot contain any special character except underscore(_).

Predefined tokens

These tokens are predefined by Docupilot. They will automatically populate certain information specific to your document. (Ex. Current Date and Date Time with timezone)

Here is a list of all available predefined tokens

Token

Description

{{_date}}

Displays the current date.

{{_datetime}}

Displays the current data and time with Timezone support.

{{_auto_number}}

Displays unique number in the document. You will need to define a starting number and with each new document generation, we will automatically increment that number.

Auto Number

Autonumber feature allows you to generate unique number in the document. This feature will be useful if you are generating invoices, tickets, or other documents that need unique number in the document. You will need to define a starting number and with each new document generation, we will automatically increment that number. You can always reset it back to the number of your choice.

To display the autonumber in your document, output file name, delivery you will need to use the token {{_auto_number}}. You can set the starting number in Preferences page -> More options

You can set the starting number in Preferences page -> More options