Special Merge Fields

Use special merge fields to pull document metadata, record IDs, page numbers, and generating user details into an S-Docs template.

Special Merge Fields

Use this page when you need values that do not live on the source record.

Special merge fields pull data from the generated document, the generation context, or the current user.

Use them for document metadata, record ID formats, PDF page numbering, and user details.

What you can do with special merge fields

• Show document values like ID, date, time, and format.
• Choose between 15-character and 18-character Salesforce record IDs.
• Add PDF page numbering and page counts.
• Output the generating user's name, email, department, or signature.

When to use special merge fields

Use a standard merge field when the value lives on the source record.

Use a special merge field when you need values like:

• the generated document ID
• the document date or time
• the 15-character or 18-character record ID
• page numbers in a PDF
• the generating user's email signature

Special Merge Fields

Merge Field	Output
{{!DocumentID}}	S-Doc ID of the generated document, such as SD-174. This is not a Salesforce record ID.
{{!DocumentName}}	Value stored in the template's Template Name field.
{{!DocumentObject}}	Salesforce object type the document was generated for.
{{!DocumentDate}}	Date the document was generated.
{{!DocumentDateSOW}}	Start-of-week date for the generated document.
{{!DocumentDateEOW}}	End-of-week date for the generated document.
{{!DocumentDateTime}}	Date and time the document was generated.
{{!DocumentFormat}}	Output file type, such as PDF or DOC.
{{!ObjectId18}}	18-character Salesforce record ID for the source record.
{{!ObjectId15}}	15-character Salesforce record ID for the source record.
{{!PageNumber}}	Current page number in the generated document.
{{!PageCount}}	Total page count in the generated document.
{{!UserFirstName}}	First name of the user who generated the document.
{{!UserLastName}}	Last name of the user who generated the document.
{{!UserName}}	Full name of the user who generated the document.
{{!UserOrganizationName}}	Organization name of the user who generated the document.
{{!UserLoginName}}	Salesforce username of the user who generated the document.
{{!UserEmail}}	Email address of the user who generated the document.
{{!UserDepartment}}	Department of the user who generated the document.
{{{!UserSignature}}}	Salesforce email signature of the user who generated the document.

{{!PageNumber}} and {{!PageCount}} are intended for PDF templates only.