Docusign Trainer Tips: How to Use Conditional Merge Tags

Did you know that you can use CLM merge tags to conditionally display content on your generated document? Conditional merge tags can be utilized to show content on your document based on conditions that you set up within the tag structure.

Conditional merge tags do need to be built from scratch; they cannot be copied/pasted directly from CLM in the same way that content merge tags can be. An article from the Docusign Support Center is linked below with detailed instructions on using conditional merge tags.

In this video, watch a Docusign University product trainer explain how conditional merge tags can be used and show how to set them up.

Additional Resources:

-Document Generation Word Template Merge Tags in Docusign CLM

-Conditional and EndConditional Tags in Docusign CLM

-Docusign CLM: Automate Manual Tasks

-Docusign CLM: Advanced Document Generation Deep Dive Course

Continue the Conversation:

Are you currently using conditional merge tags? Did you know there were other types of tags beyond content merge tags?