Many database fields (merge fields) are available to customize your document templates. An understanding of working in Microsoft Word is necessary to update your templates. Refer to Microsoft Help documentation.
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Available Merge Fields for Documents
Merge fields vary depending on the document type; this is due to system data separation. For example, merge fields available in automated Event Confirmations will not work if sent from a manually-sent email; the editor does not have access to those fields outside of the Events module.
To view the merge fields available for document templates:
- Click Setup in the Navigation Panel.
- Click Document Generation Templates in the Document Generation section.
- For the desired template type, click the ellipsis
to the far right of any existing template; select Merge Fields to view the list.
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Review the list of available fields in the Document Generation Merge Fields window; copy and paste or note the fields you wish to use.
IMPORTANT! Merge Fields must be entered EXACTLY as they appear in the available merge fields list- no spaces and with the appropriate capitalization!
Insert a new merge field
- Place the cursor at the desired location of the new merge field.
- Click the "Insert" tab in Word.
- Find the "Quick Parts" option and select "Field".
- In the "Field Names" selector, choose "MergeField".
- In the "Field Properties" pane, type or paste the name of the desired merge field.
- Click OK.
After completing your edits, save the changes. On a PC, the file should automatically be saved to your Document Generation Templates. You can re-open the template from the Document Generation Template list if you wish to make sure your changes have saved. If you're on a Mac, you need to download the file, save it on your computer, then re-upload it to the Document Generation Templates. See those instructions here.
See the following for fields available to use in various templates:
Update or change an existing merge field
- Highlight & copy an existing merge field.
- Paste the merge field at the desired location in the document.
- Right click on the pasted merge field and click Edit Merge Field.
- Enter the name of the merge field you wish to add in the Field Name text box. The Field Name must be entered exactly as you see in the lists linked above.
After completing your edits, save the changes. On a PC, the file should automatically be saved to your Document Generation Templates. You can re-open the template from the Document Generation Template list if you wish to make sure your changes have saved. If you're on a Mac, you need to download the file, save it on your computer, then re-upload it to the Document Generation Templates. See those instructions here.