Using the Merge Fields, you can trigger Vault to search within a Microsoft Word (DOCX only) or Microsoft Excel (XLSX) source file and replace certain tokens with field values from the Vault document. Merging fields can make it easy to create templates that auto-populate with details like product name, document status, and version date. You can also use this to add a title page to a document that shows the document name or document number from the Vault.
Important: You can create merge tokens using the Vault token format described below. Vault does not support Microsoft tokens such as DOCVARIABLE tokens.
How to Add Vault Fields to a DOCX or XLSX File
Vault looks within the uploaded file for text that matches this pattern:
${vault:fieldname__v}
Tokens
Shared
Name ${vault:name__v} |
Title ${vault:title__v} |
Document Number ${vault:document_number__v} |
Type ${vault:type__v} |
Subtype ${vault:subtype__v} |
Document Category ${vault:reference_model_subcategory__c} |
Status ${vault:status__v} |
Version ${vault:major_version_number__v}.${vault:minor_version_number__v} |
Lifecycle ${vault:lifecycle__v} |