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The mail merge template section displays a list of templates previously uploaded. We can also begin creating a new template by clicking the Download template link in the top left to download a word file that has all the system field name that we can use in our Mail Merge document.
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Download Blank Template
Click the Download template link to download the blank template file for the Clients table. Open the document in Word.
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Accessing the Merge Fields within the Word Template
To view the merge field pane, you will need to show the Developer tab in Word if it is not visible. To do this, right-click anywhere within the ribbon area in Word
Then select Customize the Ribbon option:
Ensure the Developer option is selected and click Ok:
On the Developer tab, click the XML Mapping Pane button to show the XML Mapping Pane
In the XML Mapping Pane, select the brevity option from the dropdown to see the available merge fields
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Adding the Merge Fields to the document
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You can repeat this process to add all merge field that you require on your document. Save the document once done.
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Adding a Repeating Control
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With the document text and merge fields added, we are ready to upload the template back to Brevity to be used for merging with client records. To do this click the Mail Merge button once again on the Client list screen and then click the Upload Filed link in the right pane section to upload the document you created. This should show in the list once uploaded.
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Selecting clients for Mail Merge
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- Multiple Selection using Ctrl Key. Press and hold the ctrl key on your keyboard and click on the name of the clients you want to apply the mail merge. It will highlight all the clients that mail merge will be applied.
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Using the Merge Document Template
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This is what the merge document looks like once created. We could have added a page break if we wanted each letter to start on a new page:
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You need to download the template for each section (Quotes, Clients, Employees, Care Management). If you download the Client template and use the Mail Merge in the Employees section, the values will not show correctly. |
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Click on this link (System Overview Complete Guide) to download the complete System Overview guide
Click on this link (Brevity Mail Merge) to download the current page guide