Merge Templates are Word, PDF or Excel documents that have been configured with merge logic. This allows data and documents to be merged into them for output or conversion processes. There are articles written about Merge Templates and we encourage you to read them online. 


The main one is the Document Merge Templates article. That has all the information about HOW to create and use them.


The basic premise is that you place data placeholders in the documents and, when the merge happens, they placeholders are replaced with the actual data. The output is a document that holds the pertinent data for the give Record(s).


Here are some use cases for Merge Templates:


  • Enable Printing and Emailing of E-forms
  • Produce filtered output of E-forms data for outside users
  • Create a summary document for executives
  • Much more...