Creating a Business Unit

For organizations with multiple divisions — each with its own address and branding — Business Units let you incorporate the right entity information into a single project document and dynamically pull the correct address into your project document.

Navigate to Settings > Users & Groups > Business Units and click + Add Business Unit.

On this screen: A form for creating a new Business Unit contains fields for Internal Name, External Name, and Address (street, city, state, postal code). A logo field is visible but marked as experimental and non-functional. A Save button submits the form.

You can add:

• Internal Name: How the business unit is identified inside ScopeStack.
• External Name: How the business unit appears in client-facing documents.
• Address: The business unit’s address, available as a merge field in document templates.

Note: The logo field is an experimental feature that does not currently function. To include a logo in a document, embed the image directly in your document template and use a logical test to display the correct one based on the business unit.

After saving, a Terms & Conditions tab becomes available on the business unit. Here you can enter unit-specific Terms and Conditions, or use the Skip T&C button to omit them for this unit.

On this screen: The detail page for a saved Business Unit shows tabs at the top, including a “Terms and Conditions” tab. Inside that tab, the list of account-level terms is displayed. Each term can be clicked to override its content for this Business Unit, and a “Skip T&C” button is available to omit a specific term from projects associated with this unit.

For more information on Terms and Conditions, see Terms and Conditions.

Making Business Unit required

Business Unit can be configured as a required field on the project overview screen. When required, a project cannot be submitted or approved without a Business Unit selected.

This setting is controlled at the account level via feature flags. Contact support@scopestack.io if you need to enable or adjust this behavior for your account.

Adding a Business Unit to a project

Once you have created at least one Business Unit, a Business Unit dropdown appears on the project’s Overview page. Select the appropriate unit for the project.

On this screen: The Project Overview page shows a “Business Unit” dropdown field among the project’s top-level configuration options. The dropdown is open, listing the names of all active Business Units configured in the account. Selecting one assigns that unit to the project.

Business Unit merge fields

Business Unit data is available in your document templates under the business_unit object in Merge Data View.

On this screen: The Merge Data View panel (accessible from within a project) shows the available merge data objects. The business_unit object is expanded, revealing its child fields: name, external_name, address, and related subfields. These keys can be used directly in document templates to pull Business Unit data into generated documents.

For a full reference of available merge fields, see the V2 Merge Data Field Reference. For V1 Mail Merge legacy field sets, see the V1 Legacy Reference.