Mail merge templates allow you to extract data from e-Builder 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. 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.
In the Forms module, mail merge templates can be created for form details or form logs. The difference between the two are described below:
- Form Details: Is a template that includes all the details of the form instance, just as it appears in the interface.
- Form Logs: Is a template that includes only the following basic information: form type name, project name and address, counter number, subject, submitted user information, status, and comments.
The procedures for managing Forms Mail Merge Templates apply to both form details and form logs. Below is a list of procedure that can be taken to manage Forms mail merge templates.
- Download Default Mail Merge Template: Recommended; gives you a template to start with, complete with field mappings.
- Access e-Builder Field Mappings: Provides a list of fields codes that you can use to customize your template with specific form data stored in e-Builder.
- Customize Form Template with Field Mappings: Allows you to add field mappings so you're able to include specific information in each mail merge.
- Add Form Mail Merge Templates to e-Builder: Allows you to add the template to e-Builder and make available for use.
- Edit Form Mail Merge Templates: Allows you to make changes to Form mail merge templates.