We are using this to generate legal documents.

Here is the structure of things:

Case

 ...Point of Contact (links accounts and contacts to the case, for example 2 Defendants, both Defendants Attorneys/Law                Firms and an Insurance company with that Insurance company's claim #)

 .......Affiliation (links different points of contacts to each other, for example a Defendant1 and their Attorney1 and

                    their Insurance account)

On the Point of Contact object, there is a relationship established to the 'Affiliation' object.  One of those relationships is for Insurance.  The claim # for the Insurance is currently stored on the Point of Contact object. 

PROBLEM: When I generate a document from the Point of Contact Defendant 1 record, it pulls in Attorney 1 and the Insurance.  However, I can't get the Claim#.  I created a formula field on the Affiliation object to house the Point of Contact Claim#. I included the tag for this formula field of 'Claim #', and although a value is present on the page in Salesforce, Drawloop doesn't bring over the value.