When you create a form and assign a template to it, DocuMerge shows a Merge Tag Mapper panel. Each tag in the template appears as a row. For each row, pick which form field supplies its value.
Auto-mapping
DocuMerge automatically maps tags whose name matches a form field name exactly. If your template has {client_name} and your form has a field named client_name, the mapper fills it automatically. You’ll only need to step in when names differ.
Manual mapping
For every unmapped tag:
- Find the tag row in the mapper.
- Open the dropdown.
- Select the form field that should fill it.
Save the form. The mapping persists.
Mapping to built-in values
Instead of a form field, you can map a tag to a built-in value:
- Current date — today’s date
- Site name — your WordPress site name
- Submission ID — the submission’s unique ID
These options appear at the bottom of the mapping dropdown for every tag.
Unmapped tags
If a tag has no field or built-in mapping, the generated document leaves it blank. You can use this deliberately — for tags that only appear conditionally — but review the mapper before publishing to avoid surprises.
Changing templates
If you swap the template on an existing form, the mapper resets. Any previous mappings are lost. Re-map before saving.