(Dansk version)

Overview

When you merge contact address information from DocuNote address book into your documents, you can define how this information will be displayed in the target document. For example, you can hide some data, play with layout, pass records from custom metafields, etc. Linked with document category, address formats can be applied to documents of specific type.

<aside> ⚠️ Please note:

• The merge of address information is supported only for .docx documents. </aside>

Setting up custom address format

To set up custom address format:

1. Click DocuNote tab, and then click System Setup.
2. Shift to the Address book tab.
3. In the left panel, navigate to existing address format and double-click it to edit. Alternatively, you can create new address format by clicking Address format on the ribbon bar.

The default address format contains the following templates:

• Person address format (applies to persons that are not attached to the company);
• Company address format (applies to companies);
• Company of person address format (applies to persons that are attached to the company).

They hold most frequently used placeholders that merge data from system database records.

You can remove some of them you do not want the relevant address information to appear in the document.

You may add the metadata value into template boxes, by right-clicking inside them and selecting the available metadata from the contextual menu.

<aside> ⚠️

Please note:

• In addition to the default fields, you can use any custom (Custom field types - MetaForms designer)or system field (System field types - Metaforms designer) available in the DocuNote database. </aside>