Using merge tags and conditional blocks

Merge tags

A merge tag is a placeholder that’s replaced by review data when the report is generated. A purchase-price tag becomes the actual purchase price; a property-address tag becomes the actual address.

Inserting a merge tag

• Place the cursor where you want the data.
• Click Insert field… in the toolbar.
• Browse or search for the field.
• Click to insert.

How merge tags look

In the editor, a merge tag is a highlighted chip with the field name on it. In the Preview tab and in the final report, the chip is replaced by the actual value.

Examples

A few common ones:

• Purchase price
• Property address
• Vendor name
• Purchaser name
• Date for Completion
• Deposit amount

The full list is in the merge tag picker, organised by category (Property, Exchange, Parties, and so on).

State-specific fields

The fields available in the picker depend on the contract state the template is used for.

Special merge tags

Alongside the review-data fields, the picker carries a few special tags:

• Table of Contents - generates a table of contents from sections with Show Section Name turned on. Usually placed in its own item at the start of the template.
• Logo - inserts your account’s logo image from the Branding settings, separate from the header/footer logo.
• Amendment Requests - a compiled list of every amendment the reviewer flagged. Each entry is listed automatically; you don’t add them one by one.

See Special merge tags for the detail.

What happens with no data

If the field a merge tag points at has no value, the tag is removed from the report and the surrounding text flows together. Write the content so it reads naturally either way.

Conditional blocks

A conditional block holds content that only appears when a condition is met - a paragraph that should only appear when the property is connected to main sewer, or different text depending on the method of exchange.

Inserting a conditional block

• Place the cursor where the conditional content should go.
• Click Insert conditional… in the toolbar.
• Search or browse and pick the condition.

Two kinds of condition:

• Presence-based - checks whether something exists, like “Has Strata Plan” or “Has Pool”.
• Value-based - checks for specific options. “Method of Exchange” shows Auction / Private Treaty / Unknown as branches.

Pick the condition and the block is inserted with every branch.

The picker is state-scoped. A VIC template surfaces conditions like Has overlays, Has council obligations, Has SRO clearance outstanding, and Contract subject to finance (or building report, pest report) alongside the cross-state ones.

How conditional blocks look

A conditional block is a coloured region in the editor with every branch shown, each labelled with its condition value.

Branches

A block carries every possible branch for its condition. Write content in the branches that need it; leave the rest blank. When the report is generated, only the branch matching the review data renders. Blank branches produce no output.

For a Method of Exchange block:

• Auction - “The property is being sold by public auction…”
• Private Treaty - “The property is being sold by private treaty…”
• Unknown - left blank, so nothing renders when the method is unknown.

Nesting

A conditional block can sit inside a branch of another conditional block, so you can target combinations of conditions. For example, a Has Strata Plan block inside the Private Treaty branch produces content only when the method is private treaty and the property has a strata plan.

You can nest up to 5 levels deep, though shallow nesting reads better.

Testing in the preview

The Preview tab includes toggle controls for the fields a block depends on. Flip them to see the rendered content change.