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Merge tags are created automatically for document generation form fields, merging data from form fields with the document template. Users can access these tags through the Merge Tags tab, specifically looking at the Customer Name field in the Form Preview. To utilize a merge tag, copy and paste it into the document template. Users can edit merge tags for conciseness and clarity in XML, allowing for fields with the same name to be differentiated. By default, merge tag editing is disabled; it can be enabled by a CLM administrator under Admin > Document Generation in the Settings tab. After enabling this feature, administrators should save and proceed to the Forms tab to open the saved Service A.
