Overview

When distributing to digital mail, it is possible to merge information for each recipient from the fields in the Address Book, via a dedicated Word Add-in.

Insert merge fields using Word Add-In

<aside> ⚠️ Please note:

• The list of custom fields available in the add-in depends on the custom fields used in the person metadata form in DocuNote. </aside>

To use the Word Add-In:

1. Open a document in Word.

2. Go to the Home tab.

3. Click on Address Book Merge Fields - the panel will appear on the right side of the document.

   

   • The fields available in the panel are divided into System Fields and User-defined Fields.

4. To add a field, simply double-click on the list, and the merge field will be added to your current location in the document.

   

   When distributed, the content of the field for each contact will now be merged into the document.

<aside> ⚠️ Please note

• If the contact person field is left empty, the merge process will merge "empty" content into the document. </aside>

<aside> ⚠️ Tip:

• In distribution, you can preview a document that displays the completed merge. Refer to step 20 in the distribution guide. (Distribution to digital mail - Send documents )
• Merge fields from the address book and fields from case or document properties can be combined within the same document.
• For a guide on merging case and/or document properties, see here Merge - Microsof Officeprofile </aside>

1. Once all the desired fields have been merged, you can save the document in Docunote and distribute it. The merge fields will be saved, allowing you to convert it into a document template for future use (learn more about templates here Document templates - access to the correct modules is required for working with templates).