MM's Template Merge function allows users to create template letters and documents in Word and then merge those with information and data from Migrant and Sponsor files. For instructions on how to create a template, please see: How to create a Template Letter. The instructions below cover how to merge a Template that you have created using one of the sample templates that comes pre-installed with Migration Manager.
1. Open the relevant Matter
To Merge a Template Letter, you must first open the relevant Matter. Select the Matters button on the Main Toolbar and select your Matter.
2. Click the 'New Letter' button
Once the Matter is open, select the New Letter button the the Main Toolbar.
3. Select the document / letter to merge
Once the Word Template window appears, use the folder tree on the left hand side to find the folder that contains the template that you wish to use. Then middle column, select the letter/document template that you want to merge.
Quick Tip - If you want the letter/document to merge and save with a file name that is different to what the default Template Name is, you can type the preferred name in the 'Save Merged Document As' column. When the merged letter saves to your computer, it will now be saved with this name.
4. Select File Name Format and Merge options
- If desired, you can change the format of the File Name to be created (include or exclude the User's Initials, the Merge Date & Time and the Matter Number).
- You can also change what you would like to happen after the Letter Merge.
5. Click Merge
When you are ready to merge your chosen template, click Merge.
6. Review the completed Document
The template will now be merged in to a Word document with the relevant information from the matter being inserted in to the corresponding merge fields in the template. The Word document is then saved in to the relevant matter and can found in the Documents tab under the Out sub-folder. To open and edit the document, just double click it.
