Mail Merge Templates

Mail merge templates allow you to extract data from e-Builder and export it into a Microsoft Word® or Adobe PDF® document. By mapping certain fields in the Word document to data fields in select e-Builder modules, you are able to export files with just the data you need, such as project names and other identifiers. The Word document template can be formatted in any way you desire to meet your requirements for reporting or printing. The account administrator is responsible for setting up and maintaining mail merge templates. The benefit of mail merge templates is that it eliminates the need for users 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 into a ready-to-read format.

Although default templates are available, you have the option of customizing templates with field mappings that will allow you to extract information stored in e-Builder into your template such as company contact information, project name, user information etc. For steps on customizing your templates, see Customize Template with Field Mappings.

Mail merge templates are available for most e-Builder modules and generally serve the same purpose. However, for specifics on how and where in the user interface the template is used, and detailed steps for adding and editing each template, see details for each respective module by clicking the appropriate link below: