Maintaining Mail Merge Templates

  • Updated

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Mail Merge Templates can be managed on Managed EForm or on a Mail Merge Template Managed List.

Note that Mail Merge templates must be saved in .docx format for it to work.

 

Mange Mail Merge Template at EForm Level

In most systems, the Mail Merge templates are managed at eForm level.

Please follow the steps below to access the mail merge templates:

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Step1: Click EForms on tool bar.

Step 2: Look for the eForm that you wish to manage (e.g. Respondent) and then click Tools.

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Step 3: Click Manage EForm to naviagate to the Manage EForm page.

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On the Manage EForm page, you can either upload a new Mail Merge template [4] or manage existing templates [5].

Step 4: Click Upload to upload a new Mail Merge template; or

Step 5: Click either one of the document templates to manage an existing template.

 

Deleting a Template

You will see Delete on the Manage EForm page as well. Take particular note that by clicking the Yes - I am sure that I would likle to delete this eForm (Respondent) button you will be deleting the eForm and the data as well.

IMPORTANT : 'Yes - I am sure that I would likle to delete this eForm (Respondent)'

This is an irreversible action and restoration of the eForm, data and relationship is a complex process.

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Step 6: Select the template and then click Download. Save the template on a local drive for editing.

Edit the downloaded template. Users can edit the text in a template freely or add in new merge fields by following the instructions on: https://nimblex.help/v5/docs/mail-merge.

Save the changes you made on the downloaded template.

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Step 7: Select the existing template in the system and then click Delete. This step is to remove the old template before the user re-uploads a new template.

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Step 8: Click Upload to open the file explorer, look for the template that you edited and click Open to upload the updated template.

 

Mail Merge Template Managed List

In some systems, we created an eForm (as a managed list) to store Mail Merge templates so that users can manage all templates in one single location.

Below are the steps to manage an existing Mail Merge template from a Managed List.

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Step1: Click on the View link next to the template you wish to modify.

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Step 2: To manage an existing template, select the template. You should see tabs with different options available for you to Refresh, Rename, Cut, Copy, Delete, Upload or Download.

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Step 3: Select the template and then click Download. Save the template on a local drive for editing.

Step 4: Edit the downloaded template. Users can edit the text in a template freely or add in new merge fields by following the instruction on: https://nimblex.help/v5/docs/mail-merge

Step 5: Save the changes you made on the downloaded template.

To upload an updated template, users can follow the steps below:

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Step 6: Select the existing template in the system and then click Delete. This step is to remove the old template before the user re-uploads a new template.

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Step 7: Click Upload to open the file explorer, look for the template that you edited and click Open to upload the updated template.

 

Mail Merge Formatting

Below are some common mail merge formats that you may use when managing Mail Merge templates.

Type and Example
Dollar Value: !value-of [FIELDNAME] format "$#,###.00"

Dollar Value (require commas): !value-of [FIELDNAME] format "C"

Date Value (full month): !value-of [FIELDNAME] format "dd MMMM yyyy"

For more information and instructions, please visit: https://nimblex.help/v5/docs/expressions-and-directives