There is no highlighting in your post.

Presumably, OPPORTUNITY_AFFILIATE_ID is the name of a field in your data source. In that case, you need a field construction like:

{IF«OPPORTUNITY_AFFILIATE_ID»= 4418 "Payday Loan, LLC dba Payday Money Centers, with its headquarters at 300 S. Harbor Blvd., Suite 500, Anaheim, California 92805, California Finance Lender License No. 603 6712 (referred to herein as ‘‘Broker’’) is acting as a broker to assist LoanMe, Inc., 1900 S. State College Blvd., Suite 300, Anaheim, CA 92806, California Finance Lender License No. 603K061 (‘‘Lender’’) in making your loan. By signing below, you acknowledge that you understand:
1. Broker is acting as a loan broker to help Lender make your loan. This assistance to Lender may include obtaining information and documents necessary for Lender to make your loan. 2. Broker will receive $300 from the Lender as compensation for brokering your loan.


2. Broker will receive $750 from the Lender as compensation for brokering your loan.
3. The terms and conditions of your loan are fully set forth in the following Promissory Note and Arbitration Agreement you will sign when the loan is made. You should read that loan agreement and all other documents carefully. You are under no obligation to make the loan if you do not wish to sign the loan documents."}

Note 1: The field brace pairs (i.e. '{ }') for the above example are all created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac or, if you’re using a laptop, you might need to use Ctrl-Fn-F9); you can't simply type them or copy & paste them from this message. Nor is it practical to add them via any of the standard Word dialogues. Likewise, the chevrons (i.e. '« »') are part of the actual mergefields - which you can insert from the 'Insert Merge Field' dropdown (i.e. you can't type or copy & paste them from this message, either). The spaces represented in the field construction are all required.

Note 2: You cannot use double quotes as part of the output of an IF test. Hence the paired single quotes for ‘‘Broker’’ and ‘‘Lender’’.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Hi Paul,


Thank you for the feedback.
This is where it gets so darn frustrating. I am using Conga Composer to "create" the Document and send it to our customers for signature (We use DocuSign for the signing part).
So here is the bigger picture, and we'll see if this changes things.
We use Salesforce.com as our CRM. Our Loan Agents take the loan app using SFDC, and then the goal is that they click a button which says "Send Loan Agreement".
When they click this button (the button is created by Conga Composer), there is an automated process that gets the Word Doc called "Consumer Loan Promissory Note & Disclosure" (which has already been upload into Conga Composer), and pulls in data from Salesforce through "Merge" fields (Conga formats the merge fields using double bracers, i.e. {{Affiliate_Id}}. If I only use single bracers, Conga will not merge the data from SFDC into the document.
In Addition,

I need the Word doc to perform some logic, hence the addition of the "IF" statement into the Word Doc itself. This is where I might be having some issues (at least I think so).

I am asking Word to reference a field in SFDC (In this case, its a field called "Affiliate Id". I don;t need the data merged into the document, just referenced).
Word needs to check that field, and IF the value is X, then add the paragraph that I have for the "True" part of the IF statement, and if the value is NOT X, then do not add anything.
So basically, the IF statement needs to check and see if the Affiliate Id equals X, then add, X paragraph, if it's Y, then add the Y paragraph, if it's A, then add the A paragraph, if it's B, then add the B paragraph, and if it none of those values, then only add the C paragraph.
I need to do this in about 4-5 places through out the Word Doc, adding certain paragraphs depending on a field value in SFDC.


I think where I am going wrong is that I need to use the double bracers - {{ }}, when it's a Merge Field and data needs to be merged into the document, BUT...
When I use an IF statement, I need to use the standard double brackets - << >> that Word uses.
Or do I need to use any bracers at all, since all I'm doing is checking the value of the field (no merge necessary) for a specific value, and if that value is X, then add the "True" text, and if it's not, leave the blank ("False" value would be "").


Am I on the right track, or am I way off?


Thanks Paul,
Shawn

As indicated in my previous reply, you should be inserting a mergefield, which will look like «OPPORTUNITY_AFFILIATE_ID» or {MERGEFIELD OPPORTUNITY_AFFILIATE_ID}, not {Affiliate_Id}. It's also now unclear whether the field is named 'OPPORTUNITY_AFFILIATE_ID' or 'Affiliate_Id'...

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

The field itself is called "Affiliate Id". The Object is the "Opportunity" Object in SFDC.
I wasn't sure about this either, if I needed to have the Object as well as the field name, or if just the field name would be correct.


I have also been told that the Merge Field needs to be in quotes (" "), so it would look like this: { IF "<<OPPORTUNITY_AFFILIATE_ID>>" = ...} Is this correct?
I understand that numbers do not need quotation marks, but I thought text fields did, but wasn't sure.


Thanks
Shawn

That is not correct. Look at the many examples in the Mailmerge Tips and Tricks 'Sticky' thread at the top of this forum: https://www.msofficeforums.com/mail-...ps-tricks.html

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]