Personalisations & Field Tags

Learn about how you can use personalisations to pull through automatically, in order to build your own contract templates.

Field Tags can be assigned to any field within your Registration, Application, Assessment or Milestone templates. Field Tags can be created & assigned under the field focus menu by clicking on the "Create new Tag" button, enter the tag name and clicking the green tick button to save.

Alternatively a Field Tag can be selected from the list of existing tags within the drop down menu.

This then enables these specific details (aka "Personalisations") to be pulled through to relevant templates and letters, including Contracts.