Merge Fields + Supporting Documents in templates

(In QualityDocs) We would like to be able to use the 'Merge Fields' functionality to pull metadata information from the 'Supporting Documents' section and add it to a document template. For instance, if we have an SOP template, that has a 'Referenced Documents' section. We would like to be able to automatically add some basic metadata from the documents that have been added to the Supporting Documents section. Example: SOP1 was created from Template1 and SOP1 has FORM1 listed in its supporting documents. Template1 has a section called Referenced documents which points to the Document ID, and Document Name fields within the the Supporting Documents section and adds FORM1's information to the the Referenced Documents section of SOP1.

Please let me know if you have any follow up questions.

Erik Osterlund
Sr Manager Enterprise Applications
Mersana Therapeutics

1 comment

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    Jamie Falzon Official comment

    Hi Erik,

    Thank you for reaching out to us. Although we currently cannot retrieve Supporting Document Data via Merge Fields, we'll take your use case into consideration for future improvements to the Merge Fields feature.
    Jamie Falzon
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