Using Dynamic Fields

Add dynamic placeholders to your templates so they can be filled in with different values for each client or matter.

Dynamic fields are placeholders you insert into a template that get replaced with real values each time the template is used. They let a single template serve unlimited clients and matters.

Adding fields

Type any placeholder in the format {{fieldName}} directly into your document. Irys recognizes the double-brace syntax automatically.

Examples:

• {{clientName}} — the client's full name

• {{matterNumber}} — your internal matter reference

• {{effectiveDate}} — the date the agreement takes effect

• {{governingLaw}} — the applicable jurisdiction

You can place the same field multiple times in a document. When a value is entered, every instance updates at once.

Template Fields panel

As you add {{fieldName}} placeholders, each unique field appears in the Template Fields panel on the right side of the editor. The panel gives you a quick overview of every field defined in the template so you can verify nothing is missing.

Field names are case-sensitive. {{ClientName}} and {{clientName}} are treated as two separate fields. Use a consistent naming convention across your templates.

Filling fields when using a template

When you or a colleague opens a saved template to generate a new document, Irys displays a form listing every dynamic field. Fill in the values — client name, date, jurisdiction, and so on — and the placeholders throughout the document are replaced instantly.

1

Select a template

Open the Template Builder dashboard and choose the template you want to use.

2

Fill in the fields

A form appears with every dynamic field. Enter the appropriate value for each one.

3

Generate the document

Click Generate. Irys replaces all {{fieldName}} placeholders with your values and opens the completed document in the editor for final review.

4

Review and export

Make any last edits in the rich text editor, then export as .docx or save the document to a Matter.

Best practices

• Use descriptive names — {{indemnifyingParty}} is clearer than {{party1}}.

• Keep naming consistent — adopt a convention (e.g., camelCase) and stick with it across all templates.

• Preview before saving — scroll through the document to confirm every variable spot has a placeholder.

If a {{fieldName}} placeholder is misspelled or does not match the field list, it will not be replaced when the template is used. Double-check spelling in the Template Fields panel.