Word Merge uses the Ungerboeck Microsoft Office Add-In to use wildcards to import feature specific information into a document template. If you do not currently have the Office Add-In, click here for installation instructions.
To create a Word Merge document from Enterprise, you must begin on the Template Documents page. The most used templates are the Account and Event Template Documents; which other templates are accessible to you will be determined by the features you are licensed to.
Creating a document from Word or from the Documents tab does not enable the Word Merge functionality.
To create a Word Merge Document using the Office Add-In:
- Navigate to the Template Documents page for the feature you are adding to: Account Template Documents, Event Template Documents, Financial Template Documents, and others.
- Click Add. The Add Template Document window opens.
- Type: Microsoft Word
- Word Merge: Select the check box. The check box needs to be selected for the Word Merge template to be applied.
- Complete the additional fields as needed.
- Click OK. Microsoft Word opens.
- Select the Ungerboeck tab in the Microsoft Word ribbon. For assistance to connect and troubleshoot the Add-in, see Install the Microsoft Outlook, Office & Excel Reporting Add-In.
- Click Select Template Wildcards. The Select Template Wildcard pane opens.
- Change the Source drop-down to the area in Enterprise where the document is used (for example, contracts, events, accounts). The list populates with available wildcards.
- Use the Wildcard search field to locate wildcards. Double-click on a wildcard from the list to insert it into the document, or you can also drag and drop the wildcard field into the document. The Wildcard will show with an asterisk either side of the field, such as *Name*.
- Complete the text of the document.
- Click Save to Ungerboeck from the Ungerboeck tab. A confirmation window appears to confirm the save to the system.
- Click OK. The document is now available when using the Add Document from Template functionality in a Documents window or tab.
For more information on how to use EzWriter data fields in a word document, see the Using EZWriter Data Formats with Microsoft Word. To send an email with an attached document which has wildcards, you must use Email and Merge Templates. See Email Templates for more information.
Comments
47 comments
Hi Mudit & Rob,
I've found the best and easiest way to do this is with Formula fields (as opposed to Data Sources). The formatting and use is 1,000% easier.
Try a formula field like the below for a long date format.
=TEXT({Date},"dddd, dd MMMM YYYY")
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I had this issue with the date as contracts should really be written in long date format. I was told to create a custom field with the format required then use this field in the merger - this has worked well for me.
Here is the formula I used for long date
=text(value({Written Date}),"dddd dd mmmm yyyy")
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Hi Sean and Theresa,
Thanks for your inputs, this has helped on date format issue.
Kind Regards,
Mudit
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Do Word merge documents not work in v19.9?
I created data source (in v19) to gather event, venue, and registrant information.
I went into the Event Template Folder (I also tried the Account Template Folder) and added a Microsoft Word document and marked it as a Word Merge
The document opened and I went to the Ungerboeck tab
I specified source, selected the wildcard I wanted (REGFIRSTNAME) to insert and clicked insert button
Nothing was inserted into the document. I was expecting to see *REGFIRSTNAME* next to Dear
I verified I had the current Ungerboeck Office Add-in 20.9.03. There are no office addins for v19.
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Hi Pat,
The Merge process for v19 and v20 are completely separate.
Are you trying to complete this process in v19? If so, you need to create the old Word Merge Data source text files. In the Document Properties window you need to select the 'Merge' checkbox and select the text data source in the dropdown. Then you use the Word Mail Merge features to add the merge fields.
If you want to complete the process in v20 (recommended) you need to be adding your documents from the 'Account Template Documents' or 'Event Template Documents' option. Then check the Word Merge checkbox as you have done above. Then you can use the Ungerboeck ribbon to add the merge fields. The Data Source options you will see are a combination of Ungerboeck Subjects and your own 'Email and Merge Template' entries.
I hope that clears it up a little??
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Yes, I'm trying to process a Word merge in v19. We are experiencing too many issues with v20 for us to go there.
I can't find any documentation for v19 Word merges. I'm not sure what you mean by "old Word Merge Data Source Text Files".
In v19 Under Query & Reporting, I did complete the EZWriter Merge Data Source using the necessary SQL. I also completed the Merge Data Format but I can't get anything to appear in the dropdown next to the Merge checkbox in the document properties.
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Out of curiosity, I tried to do this in v20 and still can't get merge fields to insert. I even created new USIShell docs and it still doesn't work. I will go to plan C.
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When you say you can't get them to insert, what exactly is happening?
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I highlight the field from the list, click insert (or drag/drop) and the code for the field doesn't insert into the word doc.
I expected the Word doc to show Dear *REGFIRSTNAME* after insert but it just stayed as Dear.
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Hi Pat,
Are you saying the merge tags are not being saved in the Template doc or that after you create a document from the template the merge value is not being populated?
If it is the former, then you'd need a support case I'd think. If it's the latter, then I think it will all come down to matching the Subject that you selected the wildcard from with the Origin of where you are creating the document from.
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I don't even get to the point of saving the template doc. I created a new template, select the data source (which happens to be a data source I created with SQL) select the field I want to insert into the body of the Word doc template, click the insert button and nothing happens. No tag is inserted into the document template.
I've resorted to plan C and doing the merge outside of EBMS. Created a report to export the data to Excel and then execute the merge "the old fashioned way" directly in Word.
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Just wondering why there is no Opportunity/Issue data source?
I'm trying to create merge documents to send from an Opportunity but cannot see a way to merge fields other than to create an EZWriter source. Is this our only option?
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Sean - I believe the opportunity/issue fields are contained within the subject you select, so if you select account as the subject the opportunities/issues will be available within that list
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Hi Theresa,
Thanks for your suggestion but when selecting All Accounts (3) as the Source, I don't see any Opportunity related fields.
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Any chance of getting the full 'Address - xxxx' option added to Contracts? We have it for Events but not Contracts.
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I'm looking to insert a specific payment schedule and its payment steps using an event template document but seem to be struggling. Does anyone else know how I can achieve this?
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Hi Gavin,
I would encourage you to reach out to your Customer Success Manager so they can help walk you through this process.
Thanks,
Ryan
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