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...

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....

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...

Email Merge Fields Cheat Sheet

This cheat sheet contains tips, important distinctions, and best practices related to merge fields. Merge Field Categories URL Logon Field that takes applicants to the logon page. If they've applied before, it will take them to the Dashboard. If they haven't applied before, it will take them to the Apply page. Apply Page Field that takes applicants ...