Add Manual Merge Fields to a Document Template

Fields that exist by default on records but are not available in the GivingData Add-In for Microsoft Word can be manually added as merge fields. Manual Merge Fields for Use in Document Templates contains lists of these available fields.

1. Open the template in Microsoft Word, and then click Insert.
   
    
2. Click the Insert Field icon.
    
3. Select Mail Merge in the Categories section and MergeField in the Field Names section.
   
    
4. In the text box, add a space after “MERGEFIELD,” enter your manual merge field, and then click OK.
   • If you are using a Mac computer, add quotation marks around the merge field as shown below.
     
      
   • The record type (e.g. request) that houses the field (e.g. Primary Staff Member Email) must be entered before the field name, as shown in the example.

Merge fields can be added to populate data from contact fields based on contact role.

1. Follow the steps in the Add a Manual Merge Field section to add the merge field.
2. The merge field format for a contact role field is: {Entity}.Contact_{Role}_{Field}
   • The { } symbols indicate that a unique value should be inserted. Omit the { } symbols when adding your merge field.
   • Insert Organization as the entity for an organization role, or Request as the entity for a request role. 
   • For example, the merge field for an organization’s executive director’s full name would be: Organization.Contact_Executive Director_FullName

When adding merge fields for the request primary contact, the role name is not needed. Request primary contact merge fields are listed below.

• Request.Contact_Prefix
• Request.Contact_FirstName
• Request.Contact_LastName
• Request.Contact_FullName
• Request.Contact_Suffix
• Request.Contact_Salutation
• Request.Contact_Department
• Request.Contact_Title
• Request.Contact_Email
• Request.Contact_Notes