Foundant GLM & SLM Help Center

Main Navigation

  • Help Center Home
  • Contact Us

Merge Templates

9 Articles in this category

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request. We’ll get back to you as soon as possible.

Please enter the details of your request. A member of our support staff will respond as soon as possible.


  • Home
  • Merge Templates

Building Merge Templates

Administrators can create  Merge Templates  which can be used to merge information from GLM into word documents or PDFs to be mailed or emailed to contacts and board members.  Merge templates will be built in Word using merge fields generated by GLM.  These templates will then be uploaded to Mail Merge Templates in GLM and grant information can be m...

Last updated: March 29th, 2018 by Hanna Smith

Merge Fields

The Merge Field document will contain the following fields in the order below:  Process Specific Questions  – will be shown in this format: Project Name Shared Questions LOI Questions (if Applicable) Application Questions Decision Stage Questions Approval Form Questions Denial Form Questions Request Specific Information – will be shown in this forma...

Last updated: January 30th, 2018 by Reina Gallion

Upload a Merge Template to your site

Once your letter template is built, with all merge fields pulled into the correct areas, save it to your computer and upload it to GLM. Follow these steps to upload your saved Merge Template into GLM: Click on “Merge Templates” located under “Communications” in the navigation menu at the top of the page.   Click on the “Add New Template” button. Fin...

Last updated: March 29th, 2018 by Reina Gallion

Create Documents from a Submitted Form or the Request Summary

Administrators can create a merge document for a single request from any Submitted Form, or from the Request Summary  page which can be accessed by clicking on the Project Name link anywhere it is present in the system. To create a merge document from the Form or Request Summary page: Go to the form or the Request Summary. Click on the “Create Docum...

Last updated: May 7th, 2018 by Reina Gallion

Create Documents from Requests & Decisions

On the Requests & Decisions page, specify your search criteria and click Search. You will be presented with a list of requests.   Select all of the desired requests you would like to include in the merge by clicking the checkbox on the left. Scroll to the bottom of the page and click on the “Create Documents” link under Batch Options. Select the...

Last updated: October 4th, 2018 by Reina Gallion

Changing the Date Format of a Merge Field in Merge Template

The Date format switch (@) specifies the display of a date. Press Alt + F9 to display and edit the merge codes. For example, if using the Master Template you would change the current field { MERGEFIELD Merge_Date } which, by default, is formatted as MM/dd/yyyy and displayed as 01/01/2010 to { MERGEFIELD Merge_Date \@ "dddd, MMMM d, yyyy" } the displ...

Last updated: May 11th, 2018 by Hanna Smith

Changing the Number Format of a Merge Field in Mail Merge

Here are a few examples of different number formats that you can use in the Mail Merge Master Template. The Numeric format switch (\#) specifies the display of a number. Press Alt + F9 to display and edit the merge codes. For example: if using the Master Template you would change the current field { MERGEFIELD Grant_Amount } which, by default, is fo...

Last updated: March 29th, 2018 by Hanna Smith

Word 2016 Mail Merge Tutorial

Below are links to tutorials on how to mail merge using Excel data.  Mail merge using an Excel spreadsheet Insert mail merge fields Prepare your Excel data for a Word mail merge If a video would be helpful in learning how to use Word 2016 mail merge, click HERE....

Last updated: March 15th, 2017 by Hanna Smith

Mail Merge Envelope

When creating envelopes with the mail merge tool the letter and the envelope must be merged in separate documents. Please Click Here to view an Example Mail Merge Envelope...

Last updated: March 14th, 2017 by Hanna Smith

Copyright © 2019 - Knowledge Base Software Powered by

Definition by Author

0
0

Definition by Author

0
0