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 Contract Type Template Editor or upload a contract type template with attribute tags. When a contract is opened for the first time in the Contract Type Template Editor 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 TAGS	VALUE 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.

Attribute Tags and Placeholders

List of Attribute Tags (Standard Tags and Custom Tags)

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