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Document Creator Merge Tag Glossary
Document Creator Merge Tag Glossary
Sara Taylor avatar
Written by Sara Taylor
Updated over a week ago

What is a Merge Tag?

A merge tag is a data point that can be pulled from a case or the firm's settings and then merged into any document.

Firm Created Merge Tags vs. Standard Merge Tags

NextChapter provides a library of pre-created merge tags that pull standard data from the firm's settings or from the case. This list continues to grow as we add more content and as we receive more requests and feedback.

Firm created merge tags generated by the custom fields created by the firm. These fields and the corresponding merge tags are unique to each firm. Learn more about how to create firm created tags here.

Standard Merge Tag Glossary

Below you can find a list of all standard tags with a brief description explaining where the data is pulling from (within the case or firm settings) and the format of how the data will merge into the document. The tags are divided by General and Bankruptcy. General merge tags are shown in all cases. Bankruptcy merge tags are only shown in cases where the area of law is Bankruptcy.

General Tags

Attorney Email Address - This tag is used to pull the email address saved for the attorney assigned to the case.

My Account Settings > My User Profile (for the attorney) > Email

Attorney Name - This tag is used to pull the full name of the attorney assigned to the case. amount of attorney's fees that will be collected for the case.

My Account Settings > My User Profile (for the attorney) > Attorney Name

Attorney Signature Block - This tag pulls all of the attorney's information that is assigned to the case into a signature block.

Format:

/s/ Attorney name

Attorney name (Bar Number)

Law Firm name

Address 1

Address 2

City, State Zip

Email

Attorney for Debtor

Attorney State Bar Number - This tag is used to pull the State Bar Number saved for the attorney assigned to the case.

My Account Settings > My User Profile (for the attorney) > State Bar Number

Business Name - If a case was created with a business as the client, this tag generates the Business Name.

New Case > Business Name

Case Number - This tag generates the case number assigned to the case.

Client Profile > Filing Information > Case Number

Client Address - This tag pulls the address listed in the client's contact information.

Case Dashboard > Client Contact Information > Address

Format:

Address 1, Address 2 (if any), City, State, Zip

Client Street 1 - This tag will pull the client's street address.

Case Dashboard > Client Contact Information > Address

Client Street 2 - This tag will pull the client's address.

Case Dashboard > Client Contact Information > Address

Client City - This tag will pull the client's residential city.

Case Dashboard > Client Contact Information > Address

Client State - This tag will pull the client's state.

Case Dashboard > Client Contact Information > Address

Client Zip - This tag will pull the client's zip code.

Case Dashboard > Client Contact Information > Address

Client Full Name - This tag will pull the client's full name.

Case Dashboard > Case Information

Client First Name - This tag will pull the client's first name.

Case Dashboard > Case Information

Client Initial - This pulls the first, middle, and last initial of the client's name.

Case Dashboard > Case Information

Format:

ABC

Client Last Name - This tag will pull the client's last name.

Case Dashboard > Case Information

Client Middle Name - This tag will pull the client's middle name.

Case Dashboard > Case Information

Client Subject Pronoun (he/she/they) - This tag will merge the possessive pronoun assigned to the Client.

Case Dashboard > Client Contact Information > Pronouns

Client Object Pronoun (him/her/them) - This tag will merge the object pronoun assigned to the Client.

Case Dashboard > Client Contact Information > Pronouns

Client Possessive Adjective (his/hers/their) - This tag will merge the possessive adjective assigned to the Client.

Case Dashboard > Client Contact Information > Pronouns

Client Possessive Possessive Pronoun (his/hers/theirs) - This tag will merge the possessive pronoun assigned to the Client.

Case Dashboard > Client Contact Information > Pronouns

Client Possessive Reflexive Pronoun (himself/herself/themselves) - This tag will merge the reflexive pronoun assigned to the Client.

Case Dashboard > Client Contact Information > Pronouns

Client Signature - This tag generates the client's electronic signature.

Format: /s/ First Middle Last

Current Date - This tag generates the current date.

Format: MM/DD/YYYY

Document Checklist - This will generate a bulleted list of all documents that have not been checked off in the case.

Firm Address Block - This tag will pull only the firm name, and address.

Format:

Firm Name

Firm Address 1,

Firm Address 2 Firm City,

Firm State Firm Zip

Firm City - This tag pulls the city from the address listed for the firm in their account settings.

My Account Settings > My Firm > City

Firm Fax - This tag pulls the fax number saved in account settings.

My Account Settings > My Firm > Fax Number

Firm Name - This tag will generate the firm name.

My Account Settings > My Firm > Firm Name

Firm Phone Number - This will pull the phone number saved for the firm.

My Account Settings > My Firm > Phone Number

Firm State - This tag pulls the state from the address listed for the firm.

My Account Settings > My Firm > State

Firm Street 1 - This tag pulls the street address from the address for the firm.

My Account Settings > My Firm > Street Address

Firm Street 2 - This tag pulls the apartment or suite number from the address listed for the firm.

My Account Settings > My Firm > Apt, Suite, etc

Firm Zip - This tag pulls the zip code from the address listed for the firm in their account

My Account Settings > My Firm > Zip Code

Judge - This tag will pull the Judge's name if one is assigned to the case.

Case Dashboard > Case Information > Judge Judge

Trustee - This tag will populate the name you have listed in the Trustee field.

Case Dashboard > Case Information > Judge Trustee

Full Date - This tag generates the current date in a full format.

Format: January 1, 2022

Bankruptcy Tags

341 Hearing - This tag will pull the date for the 341 Meeting of Creditors hearing.

Client Profile > Filing Information > 341

Format: MM/DD/YYYY at HH:MM AM/PM

341 Hearing and Time - This tag will pull the date for the 341 Meeting of Creditors hearing with the time.

Client Profile > Filing Information > 341

Format: MM/DD/YYYY at HH:MM AM/PM

Attorney Fees Owed - This tag is used to pull the total amount of fees that are still owed to the attorney.

Miscellaneous > Attorney / Credit Counseling Fees

Attorney Fees Paid -This tag is used to pull the total amount of fees that have been paid to the attorney.

Miscellaneous > Attorney / Credit Counseling Fees

Attorney Fees Total - This tag is used to pull the total amount of attorney's fees that will be collected for the case.

Miscellaneous > Attorney / Credit Counseling Fees

Chapter - This tag pulls the Chapter of the case.

Client Profile > Filing Information

Confirmation - This tag will generate the confirmation hearing date for a Chapter 13 case if saved to the case.

Client Profile > Filing Information > Confirmation Date

Format: MM/DD/YYYY at HH:MM AM/PM

Creditor List - This will generate a list of all creditors and their addresses directly from the Creditor Matrix.

Debtor Address - This tag pulls the residential address listed in the debtor profile. Client Profile > Debtor Addresses > Type (Residential)

Format:

Address 1, Address 2 (if any), City, State, Zip

Debtor Street 1 - This tag will pull the debtor's residential street address.

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor Street 2 - This tag will pull the debtor's residential address.

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor City - This tag will pull the debtor's residential city.

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor State - This tag will pull the debtor's residential state.

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor Zip - This tag will pull the debtor's residential zip code.

Client Profile > Debtor Profile > Debtor Address > Type (Residential)

Debtor Full Name - This tag will pull the debtor's full name.

Client Profile > Debtor Profile > First Name Middle Name Last Name

Debtor First Name - This tag will pull the debtor's first name.

Client Profile > Debtor Profile > First Name

Debtor Initial - This pulls the first, middle, and last initial of the debtor's name.

Format:

ABC

Debtor Last Name - This tag will pull the debtor's last name.

Client Profile > Debtor Profile > Last Name

Debtor Middle Name - This tag will pull the debtor's middle name.

Client Profile > Debtor Profile > Middle Name

Debtor Prior Names - This pulls all names listed in the "Prior Name" section for debtor one. Debtor Profile > Prior/Alternate Names, including Business names with AKA in front. Example: AKA James Smith, AKA James L. Smith, AKA Smith Company LLC

Debtor Signature - This tag generates the debtor’s electronic signature.

Format: /s/ First Middle Last

Debtor SSN - This tag will pull the last 4 numbers of the SSN or TIN that is listed in the debtor profile. Client Profile > Debtor Profile > SSN (Last 4) or Tin (last 4)

Disposable Income MT - This tag will show the amount listed from Form 122C-2, line 45.

District - This tag will pull the filing district of the case.

Client Profile > Filing Information > District

Format:

Northern District of Ohio

District of Arizona

Expenses- This tag will pull the amount listed directly from Schedule J, line 22.

Filing Date - This tag will generate the filing date of the case.

Client Profile > Filing Information > Filing Date

Income - This tag will pull the amount listed directly from Schedule I, line 12

Joint Debtor Full Name - This tag will pull both the debtor's and joint debtor's first names. If there is no joint debtor, only the debtor's name will be listed

Client Profile > Debtor Profile > First Name Middle Name Last name

Client Profile > Joint Debtor Profile > First Name Middle Name Last name

Joint Debtor First Name - This tag will pull the joint debtor's first name.

Client Profile > Joint Debtor Profile > First Name

Joint Debtor Initial - This pulls the first, middle, and last initial of the joint debtor's name.

Joint Debtor Last Name - This tag will pull the joint debtor's last name.

Client Profile > Joint Debtor Profile > Last Name

Joint Debtor Middle Name - This tag will pull the joint debtor's middle name.

Client Profile > Joint Debtor Profile > Middle Name

Joint Debtor Prior Names - This pulls all names listed in the "Prior Name" section for the joint debtors. Debtor Profile > Prior/Alternate Names, including Business names with AKA in front. Example: AKA James Smith, AKA James L. Smith, AKA Smith Company LLC

Joint Debtor Signature - This tag generates the joint debtor’s electronic signature. Format: /s/ First Middle Last

Joint Debtor SSN - This tag will pull the last 4 numbers of the SSN or TIN that is listed in the joint debtor profile. Client Profile > Joint Debtor Profile > SSN (Last 4) or Tin (last 4)

Joint Full Name - This tag will list the debtors’ full names. If the case is a joint case the names will be separated by the word “and”.

Judge - This tag will pull the Judge's name if one is assigned to the case.

Client Profile > Filing Information > Judge

Trustee - This tag will populate the name you have listed in the Trustee field.

Client Profile > Filing Information > Trustee

*Keywords: Doc, creator, Document, Creator, Tags, create

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