Special merge tags

Types of special merge tags

Logo

Adds your organisation's logo image right into the body of the report. The logo used is determined by your Branding settings, and this tag is helpful for placing the logo on a cover page or other sections within the content—separate from any header or footer logo controlled by the general document settings.

Amendment Requests

Inserts a compiled list of all amendment requests flagged by the reviewer during the review process. This list updates automatically as requests are added.

Table of Contents

Generates a list of sections and headings appearing in your document using the Heading 1 style. Place this tag at the start of your template or wherever you want the table of contents to appear.

Customising the table of contents

H1 headings and Sections appear in the Table of Contents. Open section settings and use the toggle for "Show section name" to include or hide particular section titles.

FAQ

What are special merge tags, and where can I find them?

Special merge tags are preset content options available in the Merge Tag Picker, found when editing reports or templates. They appear alongside standard review fields.

How do I insert my organisation's logo into a report?

Use the Logo merge tag. The logo is added directly where you place the tag in your report content, based on the Branding settings for your account.

Can I automatically list amendment requests raised in a review?

Yes - insert the Amendment Requests merge tag. This creates a summary listing all flagged requests from the review process.

How does the Table of Contents merge tag work?

It generates a Table of Contents section from Heading 1 text and Sections in your template. Place the tag where you want the table to appear.

Can I hide certain section titles from the table of contents?

Yes. In section settings, turn off the "Show section name" option for any section you don't want listed.