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Unfortunately, we will be phasing out keyword merge fields for DocGen templates and all templates that currently use keyword will need to be converted to mail merge. Below are the steps and a video to show how to make these changes.

Download the existing template by going to Settings > DocGen Templates, then click on the download icon on the far right of the template and open the file in Office Word. Next, go to Help in Simplicity, click on DocGen Help and then download the data source file in step 1.

In Word, go to Mailings, Select Recipients, then select Use Existing List. Browse your computer and find the data source file that you downloaded from Simplicity. Once you have imported the file, highlight each keyword element and replace it with a mail merge element by clicking on Insert Merge Field and selecting the appropriate field.

After you have converted all keyword fields to mail merge, save the document as docx format. Go back to the DocGen Templates screen in Simplicity and click the pencil icon next to the template that was edited. Click Choose File and locate the updated template from your computer. After you have uploaded the file, select Mail Merge as the Merge Format and click Update.

If you need assistance with this or have any questions please set up a time that we can help you over the phone by going here.