Nimbus CDM provides Database merge fields, which can be used in Documents and Templates. These fields pick-up the relevant data from the Nimbus database and replace the field when the document is PDF'd. It is recommended that these fields be entered into the Document template so that when a new document is created off the template, the fields are already in place.
You can either add a field to a document or document template using:
the Insert fields option available on the Online Editor ribbon bar OR
the Custom fields option available on the Word CDM AddIn via the CRM option on the ribbon bar OR
enter the fields manually eg: <Client Name>
Watch the Video
...
There are six different categories of fields, which are:
...