Mail merge templates provide the capability to extract cost data from e-Builder and plug them into a Microsoft Word® or Adobe PDF® document template. This eliminates the need to enter information into a Word document manually and reduces the margin for error. 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.
Mail merge templates can be updated with additional e-Builder field mappings to auto-populate cost data that may not be available on the default cost mail merge templates. For more information, see Customize Template with Field Mappings.
Below is a list of procedures for managing mail merge templates: