Learn how to create a Custom Template with Merge Fields in Word for use within uManage.

You can use the Microsoft Word Mail Merge function to create documents that pull data from the uManage database to create several types of custom letters and documents.


  • Violation Letters

  • ARC Letters

  • Custom Letters

  • Delinquency Letters

  • Mail Merge Documents


PART 1 - In uManage


Step 1. Navigate to Firm > Manage Firm.


Step 2. Right click the Merge Fields List hyperlink. 



Step 3. Click Save Link As and save onto your computer with a name you can remember and in a location that is convenient to retrieve. 


PART 2 - In Microsoft Word


Step 1.  Create a new Word document. 


Step 2. Select Mailings from the main menu at the top. 



Step 3. Click the Select Recipients icon.



Step 4. Select Use an Existing List from the drop down menu.



Step 5. Select the merge field file on your computer and click Open to link it. 



Step 6. Make sure the Unicode (UTF-8) option is selected and then press Ok.


Step 7. Complete your Word Document as needed. When you reach a location that requires imported data click the Insert Merge Field icon.


NOTE- It's important that you click the icon, not the text.



Step 8. Highlight the correct merge field and click Insert to add it into the document. 


NOTE- It may be helpful to locate the necessary merge fields prior to crafting your template. CLICK HERE for more information about the various merge fields and where the data is located in uManage.


NOTE- To search the list below, highlight anywhere in the list and quickly type the first few letters. It will take you to part of the list with that type of field. 



Step 9. When your template is complete it will look similar to the example below and you can Save it for upload into uManage. 



 

Troubleshooting


  • If the Merge field displays the wrong data, right-click the merge information and select Edit Field to confirm the merge field is correct. This can happen when a merge code is just copied over.


  • If the Merge field displays the merge field itself, then similar to above, the merge code may not be a true merge code. So, right click and use Edit Field to confirm the merge field is correct.

NOTE-  Do not use Sections as part of the document template as sections are used by the workflow engine to separate documents by address.  Utilizing sections within your template may adversely impact the document creation process.

  • Related to above, when creating document templates, always start with an existing template or a new Word document.  Do not create a document template from a generated document (on the Manage Generated page) as these documents may contain Sections which should not be used per the above note.