This feature is available in the following subscriptions:
💼 Tracker - One template
👑 Premium - Unlimited templates
Workia Merge Documents are designed to populate your documents with the relevant case information with a click of a button! 🪄
In summary:
Create a Word doc or upload an existing one
Add/edit your text and drag in any merge tags
Mark the document as a template
On any case record, click + in the documents section to pick a template and generate a document
Setting up your merge document
To begin creating a merge document, navigate to Company Documents, click on your Profile icon on the top right corner to open the drop-down menu, hover over "Settings" and click on the Company Documents setting to open the Company Documents screen.
Create or upload a Word document and add tags
First, create or upload your template document to company documents.
To create a new blank document, click the plus and select 'Create document'.
Or select/upload an existing document and click on the three-dotted icon for the document you want to create as a merge and select "Edit Doc".
This will open the document editor where you can make changes to the Word file. You can still make edits on the text just as you would in your word editor, but to be able to add merge tags, click on the "Merge Fields" in the upper right corner of the editor.
A drawer on the right will open and will list all the Merge Fields available that can be used for the document. Simply drag the field that you want to add to your document, or click on the plus icon to add the specific field or the multi-field plus icon to easily add the group of fields onto your merge document.
Merge tags that have this icon are list merge tags and usually include multiple details from your case records.
It is important to note that a "Start" and "End" tags are needed to use these tags.
Once done, click on "Save" and you can now use the documents for your case records!
Creating a merge template from a case
For easier access and efficiency, users can access the document template configuration area when generating a new document on a case!
Simply click on the "+" button on the documents section of a case and you can choose to upload a document or create a document from a template
Marking your merge documents as templates
This step is to ensure that the merge document you've created will appear for document generation in a case.
After creating the merge document, click on the three-dotted icon of the merge document, and click on "Mark as Template".
Once marking a document as a template, click on the "Document Templates" on the next tab to see documents that are converted to a template.
When a merge document is marked, head over to the Documents section of a case and click on the "+" button. Then select "Create Document from Template" to open the merge document template list window, and select the document that you wish to merge with the case.
