Supported Auto-Fill Fields for Documents

Most Common Auto-Fill Fields

These are the most frequently used fields when building documents.

Field Name	Data Pulled Into Document
CustomerName	Customer Name
CustomerPhone	Customer’s Phone Number
CustomerEmail	Customer’s Email
JobName	Job Name
JobFullAddress	Full Job Address
CurrentDate	Current Date (MM/DD/YYYY)
SalesrepName	Sales Representative Name

All Supported Auto-Fill Fields

Field Name	Data Pulled Into Document
Customer Information
CustomerName	Customer Name
CustomerPhone	Customer's first phone number
CustomerEmail	Customer's Email
Customer Address
CustomerFullAddress	Customer's full address (line 1, line 2, city, state, and zip code)
CustomerAddressLine1	Customer's Address Line 1
CustomerAddressLine2	Customer's Address Line 2
CustomerAddressCity	Customer's Address City
CustomerAddressState	Customer's Address State
CustomerAddressZip	Customer's Address Zip Code
CustomerAddressCityStateZip	Customer's Address City, State Zip Code
CustomerAddressStateCode	Customer's Address State Code
Job Information
JobName	Job's Name
JobFullAddress	Job's full address (line 1, line 2, city, state, and zip code)
JobAddressLine1	Job's Address Line 1
JobAddressLine2	Job's Address Line 2
JobAddressCity	Job's Address City
JobAddressState	Job's Address State
JobAddressZip	Job's Address Zip Code
JobAddressCityStateZip	Job's Address City, State Zip Code
JobAddressStateCode	Job's Address State Code
Job Customer Address
JobCustomerFullAddress	Job customer's full address (line 1, line 2, city, state, and zip code)
JobCustomerAddressLine1	Job customer's Address Line 1
JobCustomerAddressLine2	Job customer's Address Line 2
JobCustomerAddressCity	Job customer's Address City
JobCustomerAddressState	Job customer's Address State
JobCustomerAddressZip	Job customer's Address Zip Code
JobCustomerAddressCityStateZip	Job customer's Address City, State Zip Code
JobCustomerAddressStateCode	Job customer's Address State Code
Sales Representative
SalesrepFirstName	Assigned user's First Name
SalesrepLastName	Assigned user's Last Name
SalesrepName	Assigned user's Full Name
SalesrepEmail	Assigned user's Email
SalesrepPhone	Assigned user's Phone Number
Additional Sales Representative
AdditionalSalesrepFirstName	Additional assigned user's First Name
AdditionalSalesrepLastName	Additional assigned user's Last Name
AdditionalSalesrepName	Additional assigned user's Full Name
AdditionalSalesrepEmail	Additional assigned user's Email
AdditionalSalesrepPhone	Additional assigned user's Phone Number
Organization Information
OrgName	Organization's Name
OrgLegalName	Organization's Legal Name
OrgFullAddress	Organization's full address (line 1, line 2, city, state, and zip code)
OrgAddressLine1	Organization's Address Line 1
OrgAddressLine2	Organization's Address Line 2
OrgAddressCity	Organization's Address City
OrgAddressState	Organization's Address State
OrgAddressZip	Organization's Address Zip Code
OrgAddressCityStateZip	Organization's Address City, State Zip Code
OrgAddressStateCode	Organization's Address State Code
OrgPhone	Organization's Phone Number
OrgPhone2	Organization's 2nd Phone Number
OrgPhone3	Organization's 3rd Phone Number
OrgWebsite	Organization's Website
OrgLicenseNumber	Organization's License Number
General Fields
CurrentDate	Current Date (MM/DD/YYYY)

Supported Auto-Fill Fields for Documents

View the list of supported auto-fill field names and how they map to job, customer, and company data in OCC.