Once you have created your Word merge document template and uploaded it to the application, you are ready to generate it.

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.

You have created an MS Word Merge Document template. Now, upload it to your application for convenient access.

There are numerous merge fields available for use in the Microsoft Word document templates for contacts.

There are numerous merge fields available for use in the Microsoft Word document templates for matters.

There are numerous merge fields available for use in the Microsoft Word document templates for transactions.