Customizing a template

Since every letter merge document is created from template, it is reasonable and time-saving to place all unchanging input into the template. You can create a new template (Document templates) or customize the existing one up to your needs. In this example, we will edit the existing template.

Navigate to the Templates module, locate the needed template, right-click and select Edit from the contextual menu.

<aside> ⚠️ Please note:

• Only templates of .docx format support the letter merge. </aside>

Inserting merge fields

Now, type your letter. Since that data source file with data fields is not uploaded to the template, you have to insert merge fields manually.

1. Place the cursor where you want the variable information to appear.
2. Press Ctrl-F9 to insert the merge field braces and type the correct syntax. Your code string should look similar to the following one: {MERGEFIELD nameOfField}, where nameOfField is replaced with the name of your field.
3. When done, save your changes.

As a result, your document will look similar to the one displayed below:

Alternatively, you can create the letter merge document from template first and then place merge fields there. In this case, the data source file will be linked to the document allowing you to place available merge fields with the help of Insert Merge Field button on the Ribbon bar.

<aside> 💡 TIP:

• From docunote version 6.4, it is possible to use letter merge with excel as source and distribute this to digital mail. (Letter merge distribution to digital mail with Excel source) </aside>

<aside> ⚠️ Please note:

• If the merge fields don't work properly when previewing the letter merge for the "recipients" in "Digital mail - new distribution", it might be changes in word.
• As a workaround, show the merge code in the document (keys "Alt+F9") and ad "\* MERGEFORMAT", making it look like this
  • {MERGEFIELD Contact_Name \* MERGEFORMAT}
• This needs to be done for all letter merge fields. </aside>