Document Assembly
Generate Your Word Merge Document

Once you have created your Word merge document template and uploaded it to the application, you are ready to generate it.

Generate Your Word Merge Document
document-assembly/generate-your-word-merge-document.htm#microcontent1
Create an MS Word Merge Template (Document Assembly)

You can create document templates in Microsoft Word using our merge fields database. This involves importing the database into the application for subsequent export from there. Many firms refer to this process as Document Assembly.

Create an MS Word Merge Template (Document Assembly)
document-assembly/create-an-ms-word-merge-template-document-assembly.htm#microcontent1
Upload Your Word Merge Template to Your Application

You have created an MS Word Merge Document template. Now, upload it to your application for convenient access.

Upload Your Word Merge Template to Your Application
document-management/upload-your-word-merge-template-to-your-application.htm#microcontent1
Merge Fields for Matters

There are numerous merge fields available for use in the Microsoft Word document templates for Matters.

Merge Fields for Matters
document-management/merge-fields-for-matters.htm#microcontent1
Merge Fields for Contact

There are numerous merge fields available for use in the Microsoft Word document templates for contacts.

Merge Fields for Contact
document-management/merge-fields-for-contact.htm#microcontent1
Merge Fields for Transaction

There are numerous merge fields available for use in the Microsoft Word document templates for transactions.

Merge Fields for Transaction
document-management/merge-fields-for-transaction.htm#microcontent1