advicedocs

Simple Fields

Simple fields are the most basic building block in AdviceDocs templates. They output a single value — text, numbers, dates, or currency — directly into your document.

Syntax

Simple fields are written using double curly braces. The field name inside the braces corresponds to a data key from your extraction pipeline.

Template syntax
{{client_name}}
{{adviser_name}}
{{meeting_date}}
{{total_investment}}

Supported field types

  • Text — plain string values such as names, descriptions, and notes.
  • Number — numeric values rendered as-is or with formatting.
  • Date — date values formatted according to your template settings.
  • Currency — monetary values with currency symbol and decimal precision.
  • Boolean — true/false values, typically used with conditionals.

Naming convention

Use snake_case for field names to keep your templates consistent and readable. For example, use client_name rather than clientName or Client Name.

Example

Given the following data, the template fields will be replaced with the corresponding values when the document is generated.

Data
{
  "client_name": "John Smith",
  "adviser_name": "Sarah Johnson",
  "meeting_date": "15 March 2026",
  "total_investment": "$250,000"
}
Template
Dear {{client_name}},

Following our meeting on {{meeting_date}}, your adviser
{{adviser_name}} has prepared the following recommendations
for your portfolio of {{total_investment}}.