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Updated on 8/20/2019
contract-lifecycle-management-publication
Attribute Tags and Placeholders
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Attribute Tags and Placeholders


CLM enables you to insert attribute tags in contracts and email templates to capture specific information. This eliminates the need to retype the same information in contracts and email messages and helps minimize errors.
 
  • You can directly insert Fields in the Template Manager or upload a contract type template with attribute tags. When a contract is opened for the first time in the Template Manager or in the Negotiation Space, all the attribute tags automatically convert to object controls and display as fields. Users can add fields or update field values in Negotiation Space Details if required permissions are assigned. 

  • To include attribute tags in email messages, add the tags in the mail template. CLM automatically populates and displays the corresponding values in the email messages. 

  • If a value is not available, None is inserted in the respective placeholders.

List of Attribute Tags (Standard Tags and Custom Tags)

Standard tags are tags available to you via CLM.

Custom tags are tags for custom fields. When creating a tag for a custom field, make sure the field name is in uppercase and all blank spaces are replaced with underscores. For example: Contract Manager > $CONTRACT_MANAGER.

ATTRIBUTE TAGSVALUE DISPLAYED IN PLACEHOLDERS 
STANDARD 
$CONTRACT_KEY

Contract Key

Example: Please review contract "$CONTRACT_KEY"

$CONTRACT_TYPE_CODE
Contract Code

Example: MSA, NDA
$CONTRACT_TYPE_NAME
Contract Type Name 

Example: Master Service Agreement, Warranty
$CONTRACT_ID
Contract Id

Example: 51105
$CONTRACT_URL
Contract URL

Example: https://sandbox.callidusclm.com/#/contractDocument/51105
$CUSTOMER_LINK

Public link to send to customers.

Example:

$STATUS_NAME
Contract Status
Example: Draft, In Review, Completed, Signed
$ASSIGNEE_FIRST_NAME
Contract Assignee's First Name

$ASSIGNEE_LAST_NAME
Contract Assignee’s Last Name
$ASSIGNEE_FULL_NAME
Contract Assignee’s Full Name
$ASSIGNEE_MANAGER_FIRST_NAME
Contract Assignee’s Manager First Name
$ASSIGNEE_MANAGER_LAST_NAME
Contract Assignee’s Manager Last Name
$ASSIGNEE_MANAGER_FULL_NAME
Contract Assignee’s Manager Full Name
$CUSTOMER_LEGAL
Customer Legal Name. Company Name instead of the brand.
Example: Entity name such as Dell.
$CUSTOMER_NAME
Customer Name.
Example: Customer brand name such as Dell.
$CUSTOMER_ADDRESS1
Customer Address1
$CUSTOMER_ADDRESS2
Customer Address2
$CUSTOMER_CITY
Customer City
$CUSTOMER_COUNTRY
Customer Country
$CUSTOMER_ZIPCODE
Customer ZipCode
$CUSTOMER_STATE
Customer State 
$CONTACT_EMAIL
Email address of the customer contact
$CONTACT_FIRST_NAME
First name of the customer contact
$CONTACT_LAST_NAME
Last name of the customer contact
$CONTACT_FULL_NAME
Full name of the customer contact
$CONTACT_TITLE
Customer Contact Title
$CONTACT_MOBILE_PHONE
Customer Contact Mobile Phone
$CONTACT_WORK_PHONE
Customer Contact Work Phone
$NEXT_ASSIGNEE_FIRST_NAME
First name of next assignee. The person that is next in line in the approval process. 
$NEXT_ASSIGNEE_LAST_NAME
Last name of next assignee. The person that is next in line in the approval process.  
$NEXT_ASSIGNEE_FULL_NAME
Full name of next assignee. The person that is next in line in the approval process.  
$NEXT_ASSIGNEE_LOGIN
Next Assignee's Username
$ASSIGNEE_LOGIN
Contract Assignee's Username
$ASSIGNEE_MANAGER_LOGIN
Contract Assignee's Manager's Username
$ACTION_NOTE
Notes (Workflow Tab > Note Type must be set)
$OWNER_FIRST_NAME
First name of the contract owner
$OWNER_LAST_NAME
Last name of the contract owner
$OWNER_FULL_NAME
Full name of the contract owner
$DELEGATED_USER_FULL_NAME
Full name of the delegated user
$DELEGATED_USER_LAST_NAME
Last name of the delegated user
$DELEGATED_USER_FIRST_NAME
First name of the delegated user
$DELEGATED_USER_LOGIN
Login of the delegated user
STANDARD > PARALLEL APPROVAL 
$INITIATOR_FULL_NAME
Full name of the person who initiated the contract. Only applicable for Parallel Approval. 
$INITIATOR_FIRST_NAME
First name of the person who initiated the contract. Only applicable for Parallel Approval.  
$INITIATOR_LAST_NAME
Last name of the person who initiated the contract. Only applicable for Parallel Approval.  
$APPROVER_FULL_NAME
Full name of the person approving the contract. Only applicable for when multiple approvers are included in Parallel Approval. 
$APPROVER_FIRST_NAME
First name of the person approving the contract. Only applicable for when multiple approvers are included in Parallel Approval.  
$APPROVER_LAST_NAME

Last name of the person approving the contract. Only applicable for when multiple approvers are included in Parallel Approval.  

STANDARD > DOCUSIGN MULTIPLE SIGNER
$INITIATOR_FULL_NAME
Full name of the person who initiated e-signature. Only applicable when multiple people are part of the e-Signing process.
$INITIATOR_FIRST_NAME
First name of the person who initiated e-signature. Only applicable when multiple people are part of the e-Signing process. 
$INITIATOR_LAST_NAME
Last name of the person who initiated e-signature. Only applicable when multiple people are part of the e-Signing process. 
$SIGNER_FULL_NAME
Full name of the person signing the contract via e-signature. Only applicable when multiple people are part of the e-Signing process. 
$SIGNER_FIRST_NAME
First name of the person signing the contract via e-signature. Only applicable when multiple people are part of the e-Signing process.  
$SIGNER_LAST_NAME
Last name of the person signing the contract via e-signature. Only applicable when multiple people are part of the e-Signing process.  
$DECLINER_FIRST_NAME
First name of the person signing the contract via e-signature, but declined to sign. Only applicable when multiple people are part of the e-Signing process.  
$DECLINER_LAST_NAME
Last name of the person signing the contract via e-signature, but declined to sign. Only applicable when multiple people are part of the e-Signing process.  
$DECLINER_FULL_NAME
Full name of the person signing the contract via e-signature, but declined to sign. Only applicable when multiple people are part of the e-Signing process. 
$VIEW_CONTRACT

Creates link with token and automatically logs in user.
$MULTI_SIGN_LINK
Creates link to the contract, but user needs to login to the application.