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Settings - Creating Document Templates

The video below will highlight how to create your own document templates, including utilising our merge tag function to pull through employee data directly to your template. 

If you are using a Windows machine, please see the below steps to add your merge tags in Microsoft Word.

First, select "Insert" and then navigate to the right of that menu across the top of your screen to select "Quick Parts":

In the resulting menu, choose "Field" and a new Field window will display. On the left-hand scrolling menu, choose "MergeField" and then paste your field name in the "Field Name" area at the top of the Field window:

Click "OK" to then add your field.