1. You can create, delete, activate, and deactivate a mail merge template. To add a new mail merge template for Word and Excel files, click New in the left corner. A popup window will open. Add a template name and description, and select a file, then click OK. Make sure your file follows the following format {Area:Column}, see picture below. Click OK to upload your new template.
2. Go to Projects, right click into a column, and select Generate Mail Merge.
3. Select your template.
4. The mail merge is automatically being created.
Here is an example to learn about the template (word/excel format) content. To embed the project information, you need to enclose the project fields within the { } braces with the first word being the field area name, and the second word being the field name as it appears in the All Projects grid column chooser.
{Area:Column}
If you refer to the screenshot below, the Area is Project, and the Column can be one Project Name, Project #, etc. Therefore the tag will look like this:
{Project:Project Name}
Example template:
Project Number : {Project:Project #}
Project Name : {Project:Project Name}
Address Line 1: {Project:Address 1}
Address Line 2 : {Project:Address 2}
City: {Project:City}
State: {Project:State}
COD Date: {Milestone:Commercial Operation Declared Start Date}
Example output after generating the mail merge:
Project Number: CA-13-0357
Project Name: Alameda RFP - UC Berkeley - RSF
Address Line 1: 201 Bancroft Way
Address Line 2: Berkit Road Road
City: Berkeley
State: California
COD Date: 10/14/2021