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...
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...
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...
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...
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...
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...
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...