Generate Your Word Merge Document
Once you have created your Word merge document template and uploaded it to the application, you are ready to generate it.
Document Assembly
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Create an MS Word Merge Template (Document Assembly)
You can create document templates in Microsoft Word using our merge fields database. This involves importing the database into the application for subsequent export from there. Many firms refer to this process as Document Assembly.
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Upload Your Word Merge Template to Your Application
You have created an MS Word Merge Document template. Now, upload it to your application for convenient access.
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Merge Fields for Contacts
There are numerous merge fields available for use in the Microsoft Word document templates for contacts.
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Merge Fields for Matters
There are numerous merge fields available for use in the Microsoft Word document templates for matters.
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Merge Fields for Transactions
There are numerous merge fields available for use in the Microsoft Word document templates for transactions.
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Merge Fields for Invoices
There are numerous merge fields available for you to insert in your Microsoft Word invoice document templates. Important: Inserting these merge fields in your Word template does not update your invoice template’s fields under Setup > Firm Settings > Invoice Settings. Copy the desired fields from these tables and paste them into your template. Global (System Fields) …