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If I edit a Field Name on template, but I do not want to have to update all the merge tags in the merge templates that use the prior Field Name, can I simply edit the Merge Tag to force the merge tag to keep its prior name?

  • February 12, 2025
  • 2 replies
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On our DocGen form there is a field called “Requester Address”, and its Merge Tag is <# <Content Select="//Requester_Address" Optional="true"/> #>  (“Original Merge Tag”)

I want to change “Requester Address” to “Requester Full Mailing Address” to make it more clear for the user.  When I do this, the merge tag is automatically changed to <# <Content Select="//Requester_Full_Mailing_Address" Optional="true"/> #>  (“New Merge Tag”)

Since we already have many Merge Template documents that use the Original Merge Tag, I do not wish to go back to all the Merge Template documents and update them to the New Merge Tag.

So I’m thinking that if I just use Edit Merge Tag and change

 <# <Content Select="//Requester_Full_Mailing_Address" Optional="true"/> #>

back to 

<# <Content Select="//Requester_Address" Optional="true"/> #>

then this should not disrupt anything and my Merge Template documents and workflows would continue to work without any problems.

Please advise if this is a correct approach.  Thanks.

Best answer by Pawan Gangwani

Hello ​@Apollo11 

Welcome to the DocuSign Community!

I must say, you follow the best practice in merge tags. That’s the right approach as far as you are aware that this merge tag “<# <Content Select="//Requester_Address" Optional="true"/> #>” for “Requester Full Mailing Address”. and by doing this you also maintain the consistency in workflow also, so that there will be no failures.

thanks!

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Pawan Gangwani
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  • February 13, 2025

Hello ​@Apollo11 

Welcome to the DocuSign Community!

I must say, you follow the best practice in merge tags. That’s the right approach as far as you are aware that this merge tag “<# <Content Select="//Requester_Address" Optional="true"/> #>” for “Requester Full Mailing Address”. and by doing this you also maintain the consistency in workflow also, so that there will be no failures.

thanks!


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  • February 13, 2025

Thanks ​@Pawan Gangwani for the confirmation.