> For the complete documentation index, see [llms.txt](https://help.tahua.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.tahua.io/knowledge-base/administrator-help-guides/contracts/contract-templates/contract-personalisations.md).

# Contract Personalisations

This is a reference for every personalisation ("merge tag") available when building a **Contract** — inside the Contract Template editor, and directly on a contract's document blocks.

#### How it works <a href="#how-it-works" id="how-it-works"></a>

* Personalisations are inserted using an `[[tag]]` syntax, e.g. `[[contract_title]]`.
* In the template editor toolbar there's a **Personalisations** dropdown, grouped by category (Contract, Applicant, Application, General, etc.). Clicking an item inserts the tag at the cursor — you don't have to type it by hand, though you can copy/paste it directly into the text.
* The category labels that mention "Grant" will instead show your organisation's own term if you've renamed it (e.g. "Funding Round"), since your organisation's terminology is applied automatically.
* When the contract is previewed, sent, or exported to PDF, every tag is replaced with the real value pulled from that specific contract (and its linked Application, if any).
* If a tag has no value to pull through (e.g. no contract manager assigned), it's simply replaced with blank text — it won't show broken text in the final document.
* Tags only resolve when they're relevant. A contract that isn't linked to a Funding Application won't populate Application-only tags such as `[[application_name]]`.

A contract's personalisation list is a combination of: fixed Contract personalisations, fixed Applicant personalisations, General personalisations, and — because a contract is usually linked to a Funding Application — every personalisation available on that Application as well (Application details, Grant/Funding Round stats, and any Field Tags set up on the application forms). All of these are covered below.

#### Contract personalisations <a href="#contract-personalisations" id="contract-personalisations"></a>

| Copy/paste tag                       | Shown in editor as                 | What it pulls through in the real document                                                                                                            |
| ------------------------------------ | ---------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| `[[contract_title]]`                 | Contract Title                     | The contract's title field                                                                                                                            |
| `[[contract_number]]`                | Contract Number                    | The contract's custom/allocated contract number                                                                                                       |
| `[[contract_start_date]]`            | Contract Start Date                | Contract start date, formatted long (e.g. "3 July 2026")                                                                                              |
| `[[contract_end_date]]`              | Contract End Date                  | Contract end date, formatted long                                                                                                                     |
| `[[contract_amount]]`                | Contract Amount                    | Contract amount, formatted as currency                                                                                                                |
| `[[contract_bank_number]]`           | Contract Bank Number               | The applicant's bank account number on the contract                                                                                                   |
| `[[contract_category]]`              | Contract Category                  | The name of the Contract Category assigned                                                                                                            |
| `[[contract_manager_name]]`          | Contract Manager Name              | Full name of the assigned contract manager (admin user)                                                                                               |
| `[[contract_manager_role]]`          | Contract Manager Organisation Role | That admin's organisation role/title                                                                                                                  |
| `[[contract_manager_phone]]`         | Contract Manager Phone Number      | That admin's phone number                                                                                                                             |
| `[[contract_manager_email]]`         | Contract Manager Email             | That admin's email address                                                                                                                            |
| `[[standard_terms]]`                 | Standard Terms                     | Inserts your organisation's configured Standard Terms document/block                                                                                  |
| `[[milestone_table]]`                | Milestone Table                    | A rendered table of the contract's milestones                                                                                                         |
| `[[payment_schedule]]`               | Payment Schedule                   | A rendered table of the contract's payment schedule                                                                                                   |
| `[[main_contract_milestone_table]]`  | Main Contract Milestone Table      | The milestone table from the *original* contract (used on variations/amendments)                                                                      |
| `[[main_contract_payment_schedule]]` | Main Contract Payment Schedule     | The payment schedule from the *original* contract (used on variations/amendments)                                                                     |
| `[[admin_signature_block]]`          | Admin Signature Block              | Renders a signature block per admin signatory. If you have 2 admin signatories, drop the tag in twice and each instance fills with the next signatory |
| `[[applicant_signature_block]]`      | Applicant Signature Block          | Same, for applicant/registered-provider signatories                                                                                                   |
| `[[verifier_signature_block]]`       | Verifier Signature Block           | Same, for verifier signatories                                                                                                                        |

#### Applicant personalisations <a href="#applicant-personalisations" id="applicant-personalisations"></a>

These pull from the applicant organisation and its primary contact on the contract.

| Copy/paste tag                | Shown in editor as | What it pulls through             |
| ----------------------------- | ------------------ | --------------------------------- |
| `[[organisation_name]]`       | Organisation Name  | The applicant organisation's name |
| `[[first_name]]`              | First Name         | Applicant contact's first name    |
| `[[full_name]]`               | Full Name          | Applicant contact's full name     |
| `[[last_name]]`               | Last Name          | Applicant contact's last name     |
| `[[applicant_email_address]]` | Email Address      | Applicant contact's email address |

#### Linked Application personalisations <a href="#linked-application-personalisations" id="linked-application-personalisations"></a>

Available whenever the contract is tied to a Funding Application (which is almost always).

| Copy/paste tag                    | Shown in editor as          | What it pulls through                                                                                                                            |
| --------------------------------- | --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------ |
| `[[application_name]]`            | Application Name            | The application's title                                                                                                                          |
| `[[application_number]]`          | Application Number          | The application's formatted number                                                                                                               |
| `[[application_submission_date]]` | Application Submission Date | Date the application was submitted, formatted long                                                                                               |
| `[[requested_amount]]`            | Requested Amount            | Amount requested on the application, as currency                                                                                                 |
| `[[approved_amount]]`             | Approved Amount             | Amount granted/approved, as currency                                                                                                             |
| `[[verifier_name]]`               | Verifier Name               | Name of the verifier assigned to the application                                                                                                 |
| `[[fund_list]]`                   | Fund List                   | Comma-separated list of funds the application drew from — add `_ul` or `_ol` to the tag for a bulleted or numbered list, e.g. `[[fund_list_ul]]` |
| `[[app_assessment_score]]`        | Assessment Score            | The application's final assessment score                                                                                                         |
| `[[application_conditions]]`      | Application Conditions      | A bulleted list of the application's/decision's conditions, with due dates where set                                                             |

#### Grant/Funding Round personalisations <a href="#grant-funding-round-personalisations" id="grant-funding-round-personalisations"></a>

The category label here follows your org's terminology (shown as "Grant" below, but may read "Funding Round" etc. for you).

| Copy/paste tag                                | Shown in editor as                            | What it pulls through                                |
| --------------------------------------------- | --------------------------------------------- | ---------------------------------------------------- |
| `[[grant_name]]`                              | *{Funding Round term}* Name                   | Name of the funding round the application belongs to |
| `[[grant_category]]`                          | Category                                      | The funding category of that round                   |
| `[[grant_avg_assessment_score]]`              | Avg. Assessment Score                         | Average final assessment score across the round      |
| `[[budgeted_applications_count]]`             | Budgeted Applications Count                   | Count of applications budgeted in the round          |
| `[[budgeted_applications_amount_requested]]`  | Budgeted Applications Total Amount Requested  | Total requested amount across budgeted applications  |
| `[[submitted_applications_count]]`            | Submitted Applications Count                  | Count of submitted applications in the round         |
| `[[submitted_applications_amount_requested]]` | Submitted Applications Total Amount Requested | Total requested amount across submitted applications |
| `[[withdrawn_applications_count]]`            | Withdrawn Applications Count                  | Count of withdrawn applications in the round         |

#### General personalisations <a href="#general-personalisations" id="general-personalisations"></a>

| Copy/paste tag                | Shown in editor as      | What it pulls through                                                                                                                     |
| ----------------------------- | ----------------------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| `[[short_date]]`              | Short Date              | Today's date, short format                                                                                                                |
| `[[long_date]]`               | Long Date               | Today's date, long format                                                                                                                 |
| `[[organisation_logo]]`       | Organisation Logo       | Your organisation's logo image. Variants: `[[organisation_logo_wrap_left]]` / `[[organisation_logo_wrap_right]]` wrap body text around it |
| `[[organisation_letterhead]]` | Organisation Letterhead | Your organisation's letterhead image, with the same wrap variants                                                                         |
| `[[letter_signature]]`        | Letter Signature        | Renders the relevant signatory's saved signature image + name/title                                                                       |

#### Customisable personalisations: Field Tags <a href="#customisable-personalisations-field-tags" id="customisable-personalisations-field-tags"></a>

On top of the fixed list above, you can add your own personalisations that pull through data specific to your organisation's forms — these automatically show up in the Personalisations dropdown once configured, no template changes needed.

Any field — or Advanced/Budget table — on the Funding Application form or Registration form can be given a Field Tag in the Form Builder. Once set, a regular field's answer becomes available as `[[your_field_tag]]`, and an Advanced Table or Budget Table becomes available as its own tag (e.g. `[[your_table_field_tag]]`) rendering the full table in the document.

For a full walkthrough of creating and managing Field Tags, see:

* [Personalisations & Field Tags](/knowledge-base/administrator-help-guides/contracts/contract-templates/personalisations-and-field-tags.md)
* [Personalisations & Field Tags (Applications)](/knowledge-base/administrator-help-guides/applications/application-templates/personalisations-and-field-tags.md)
* [Setting up your Contract Template](/knowledge-base/administrator-help-guides/contracts/contract-templates/setting-up-your-contract-template.md)