Mail Merge Templates for Submittals

Mail merge templates allow you to extract data from Trimble Unity Construct and export it into a Microsoft Word® or Adobe PDF® document. This eliminates the need to enter information into a Word document manually and reduces the margin for error.

In the Submittal module, mail merge templates can be created for submittal items or submittal packages. These templates are used in a number of ways. When generating a transmittal, you can do so based on any of the mail merge templates you've created. Having a system-generated document ensures the integrity of your data and it's a quick and easy way to consolidate information you've already entered once, in a ready-to-read format.

The procedures for working with submittal mail merge templates are: