Contact Support
FAQ
Overview
By default, Actionstep includes 3 gender classifications for contact records: Male, Female, and Unspecified. Depending on the jurisdiction(s) you operate in, you may require additional gender classifications. This also ties in with the Actionstep document assembly functionality for using pronouns (his/her/their etc).
Setting up Gender Classifications
To set up addiditional Gender Classifications, navigate to Admin > Additional Settings > Gender Classifications.
Click on "Add Gender" and the "Contact Gender Classification" window will appear. 
First, you'll enter the gender classification name. Below the Gender Classification name field, there is a link to a list of legally non-binary genders to refer to if needed.
Next, you'll need to select the appropriate pronoun: Neutral: They/Their, Male: He/His, or Female: She/Her. Within Actionstep, you can use pronouns in Merge Fields when creating documents and email templates. See this article on Pronouns for Merge Fields for more information on using pronouns for document assembly.
Hit save and you're done!
Gender Merge Field
The merge field to display gender on your document templates is the word Gender. There are some options.
Example (using non-binary as other gender):
Gender|pt=Client will display "M" for male, "F" for female, and "X" for other classifications.
Gender|pt=Client|fm=Full will display "Male," "Female," and "Non-Binary"(or other classification.
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