The Word Merge function lets you merge Data for a specific Organisation, Person, Activity, Meeting, Opportunity or Delivery with a Word document you have uploaded to webCRM.

Office/Word 2007 and later are supported.
(documents type .doc and .docx)
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​WARNING: Merge field names may only include letters and numbers and the under-score character. Using other characters (including space, and national characters such as æ,ø,å,ä,ö,ü) causes the merge function to fail.

The merge fields available are listed inside your system if you browse to Utilities → Templates → Word templates where you will see the link to view.

This list will change depending on your own Custom fields and so you should check regularly when creating Templates.
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You may also include merge fields not listed. Doing so, will cause the system to prompt you for Data values for these merge fields during the merge process.

To use webCRM Word Merge, first create one or more templates in Microsoft Word.
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1. Open an existing Document or create a new Document and enter the text you want.
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2. From the Insert menu, select Field.
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3. From the Field names list, select MergeField.
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4. In the Field name text box, enter a name for the merge field.

5. Click Ok. The merge field will be displayed in the document in the format: <>.
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6. To insert additional merge fields, repeat steps 2-5.
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7. Save the template as type .doc (.docx will not work)

Upload the Word template as a Word merge template by browsing to Utilities → Templates → Word templates and clicking the Plus icon to create and upload.
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For each template select Organisation, Person, Activity, Meeting, Opportunity or Delivery as Word type.
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The Word icon for the Word merge template will appear in the documents section for the data type you have selected, for the User to run as a merge template.

It is possible to attach Mass merged documents when sending Mass emails.
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Usually you will use the same Reports for sending mass emails – but it may be a different Report.
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Always select the Attach mass merged option first. This will refresh the Reports and indicate Documents found. The system will look for the description text for the Documents to be attached.
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​NOTE: If you have changed the description of a Merged document after it has been merged it will not be available for attachment.