Follow this step by step process for creating a MergeDoc as part of your Folio template. The example that is being used here is the generation of a standard letter of appointment confirming the appointment of a supplier. It needs to include key dates, payment dates and a description of the services to be provided.
Step 1: Finding MergeDocs and starting the process
In your Admin screen, select Folio Templates and select the Folio template you would like the MergeDoc to be associated with. Click on the template and then select the MergeDocs tab.
Click on the + Icon to create a new MergeDoc
The following box will appear:
Step 2: Create your MergeDoc in Word
Click on MergeTags and then open either the existing Word document or Create a new Word Document. Search for the correct Merge tag and insert into the Word document by clicking on Copy next to the Field in Folio and paste into the Word document.
The end result will look something like this:
Step 3: Upload your Document
Once your Word document has been completed save the document in one of your directories. Then in Folio, either drag and drop the Merged Document from your File Folder OR click on Add Files and select the document to add. Then, click on Upload to upload the Merge Document into Folio.
The File will be validated
And added into the MergeDoc Tab in the Template:
At this stage you can change the name of the MergeDoc by clicking next to the Title (the inline edit pencil) and changing the Title and you can also associate the document with a particular stage by clicking on the inline edit pencil under Stages and selecting the stages that you want the document to appear in.
Step 4: Generate your Merged Document from your Folio
Your next step will be to go into the Folio where the template has a merged document associated with it. Move to the relevant stage. In this example, the MergeDoc appears only in Contract management Stage. On the Right hand side of the details tab, the document will appear and here you can decide to generate a MergeDoc as either a DOCX or a PDF. Just clicking on Merge will generate a DOCX, clicking on the arrow will give you an option of making a PDF.
Your Merged Document will then be generated and will look like this:
Folio will automatically save a copy of the Merged Document in the Attachments tab of the Folio.
You can also link the document to existing attachment fields in the Folio by selecting link to existing attachment.