What you can do: Add Information to the Document Template
A merge field is a special placeholder you can put in a template to include personalized information from your records. For example, in an email template, you can use a merge field to automatically insert the recipient's name, so it says "Hello [Name]" instead of just "Hello."
When creating document templates, merge fields help you add unique details for each meeting, such as:
Client name
Date and time of the appointment
Your email signature
Notes about the meeting
You can add these merge fields by clicking a button on the toolbar
Or simply by typing a slash ( / ) followed by the name of the merge field.
Topic Merge Fields bring specific notes into the document. They match the topics you use to organize your notes. For instance, if you have notes labeled "Investments" for a client, adding a merge field for that topic will include those notes in the document.
If you don’t include a Topic Merge Field in your template, the notes under that topic won’t appear in the document/email.
You can change the settings of a Topic Merge Field for different purposes by clicking on it:
Select the display options for notes under this topic.
Bullet list, Numbered List, Check List, etc.
Add a subtopic for client-to-do items, action items, or others.
Switch the toggle to show or hide the topic title in the document.
Tips
Topic Merge Fields link to the Topics of the notes.
You can create a client-to-do item by changing the Topic Merge Field's settings.