Embedded fields can be added to Synergist template documents by selecting this tool from the menu bar:
A new field is then added to the document template (see field marked in red). When this template is used to create a new document, the contact name (along with all the other embedded fields already selected) will be automatically inserted into the document.
Note: Not all fields are available when using a template. For instance, you will need to create a document from within a job to access a job number.