StartDeck
Vendor Information

How to Add Vendor Information

Vendor information automatically populates document merge fields.

  1. From the StartDeck Dashboard, click the avatar icon in the upper-right corner and click Vendor. This will open the vendor form.
  2. StartDeck supports two vendors for cases where there are two document authors.

Enter Vendor Information. Each field on the vendor form has a corresponding document merge field like ‘Vendor_Company’ for example. When these fields are present in a project document, Vendor data will populate the merge fields. Vendor details may be edited at any time.

 

Tip: Client and Vendor details may be edited in the StartDeck Writer sidebar or Dashboard (as shown above).

 

Vendor Information & Merge Fields #

Each vendor field has a dedicated document merge field (see Advanced below). We have already created these fields for you in our templates as well as saved them to the StartDeck Content Library. 

Inserting Vendor Merge fields from Content Library 

Insert vendor merge fields
  1. Content Library > StartDeck Content
  2. Filter by ‘Client / Vendor Fields’
  3. Select ‘Vendor 1 and Vendor 2 Field Set’
  4. The are options here:
    1. Insert the field set at cursor
    2. Preview/Edit

Related KB Article 

How to use the Content Library

How to Get More Help

Advanced

Please contact support@startdeck.com for assistance with advanced topics.

Client and Vendor Merge Field Names # 

These fields will automatically populate with client and vendor information entered from the project page. Further, edits made from the StartDeck Writer sidebar will update the client/vendor fields. 

Client

Field LabelField Name
Client Company Client_Company
Client Personal TitleClient_Personal_Title
Client First NameClient_First_Name
Client Last nameClient_Last_Name
Client Professional TitleClient_Professional_Title
Client Street AddressClient_Street_Address
Client CityClient_City
Client StateClient_State
Client PostalClient_Postal
Client Phone Client_Phone
Client EmailClient_Email
Client LinkedInClient_LinkedIn
Client File ReferenceClient_File_Reference

Vendor 1

Field LabelField Name
Vendor Company Vendor_Company
Vendor Personal TitleVendor_Personal_Title
Vendor First NameVendor_First_Name
Vendor Last nameVendor_Last_Name
Vendor Professional TitleVendor_Professional_Title
Vendor Professional CredentialsVendor_Professional_Credentials
Vendor LicenseVendor_License
Vendor Street AddressVendor_Street_Address
Vendor CityVendor_City
Vendor StateVendor_State
Vendor PostalVendor_Postal
Vendor EmailVendor_Email
Vender PhoneVender_Phone
Vendor LinkedinVendor_Linkedin
Vendor File ReferenceVendor_File_Reference
Vendor Property InspectionVendor_Property_Inspection

Vendor 2

Field LabelField Name
Vendor2 Company Vendor2_Company
Vendor2 Personal TitleVendor2_Personal_Title
Vendor2 First NameVendor2_First_Name
Vendor2 Last nameVendor2_Last_Name
Vendor2 Professional TitleVendor2_Professional_Title
Vendor2 Professional CredentialsVendor2_Professional_Credentials
Vendor2 LicenseVendor2_License
Vendor2 Street AddressVendor2_Street_Address
Vendor2 CityVendor2_City
Vendor2 StateVendor2_State
Vendor2 PostalVendor2_Postal
Vendor2 EmailVendor2_Email
Vender PhoneVender_Phone
Vendor2 LinkedinVendor2_Linkedin
Vendor2 Property InspectionVendor2_Property_Inspection

 

 

 

 

 

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