Buildlogic Pty Ltd

If you need to add contact certificate details to a template 

For example: you want subcontractor insurances on your subcontract order template

There are a couple of merge fields we are able to use, below I have listed the merge field next to its corresponding Buildlogic field, this is in contacts > certificates tab.

As you may have any number of certificates, the merge fields change according to the data entered in the "Certificate" field

For example, If I have a certificate against a contact and the "certificate" field is set as Knowledgebasexample

I will need to use this to preface my merge fields 

KnowledgebasexampleName - Would pull the "contact" field

KnowledgebasexamplePolicyNumber - Would pull the "reference" field

KnowledgebasexampleAmount - Would pull the "amount" field

KnowledgebasexampleExpiryDate- Would pull the "Expiry Date" field

Below is an example of a table layout for a template, this would be used for certificates named Public Liabilty & Work Cover Policy.