All Collections
Document Creator
NextChapter Docs: Multiple Entity Option
NextChapter Docs: Multiple Entity Option

What Does Multiple Entity Option mean?

Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over a week ago

When creating and editing Merge Tags, you have the ability to select Multiple Entity Option. If checked, this means you can add up to 10 names/entities to populate the data of your tag. You may also select the maximum number of entities that could exist within a case.

For example, here we have created "Plaintiff" as a Merge Tag, and checked yes for Multiple Entity Option. We then entered it in a template for use.

Now, when we are in a case, we have the option to name just one Plaintiff or add more by clicking "Add More"

The names that populate in your document will depend on what you have entered in Case Details. In this example, we added 2 names. Therefore, 2 names will populate in the document based on the "Plaintiff" merge tag:

***Hint: When you use your merge tag in your template, you will also see that multiple subtags are available by clicking the + sign. To learn how to better organize your verb usage and sentence structure using subtags, click here!

Several subtags are also created when you create your field with the Multiple Entity Option. In your template editor, click the plus sign icon to see the individual subtags.

Because we selected a maximum number of 4 Plaintiffs when creating the field, we now see 4 separate Plaintiff options labeled Plaintiff 1, Plaintiff 2, etc. We also see signature tags available for each Plaintiff.

You can easily drag and drop these tags into your template just like any other merge tag.

***Note: The main tag labeled Plaintiff will appear in the document with all entity names listed in a string (Plaintiff 1, Plaintiff 2, Plaintiff 3). The subtags are available to list each entity name separately, not in a string.

Did this answer your question?