How to Create a Merge Form

Merge forms are a mail merge form that is created using an RTF (Rich Text Format) document. You create a document using Word or Notepad, type your letter, then copy and paste any of the fields from the “Merge Fields” tab.

Viewing Available Merge Fields

  • From the menu, expand Settings and click Prefilled Forms.

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  • Click the Merge Field tab to view the list of available merge fields.

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  • You will see a list of all available fields available for creating a merge form.

    CHR_-_Prefilled_Forms_-_Merge_List_-_00.png

Setup/Configuration

  • Create a document that you want to prefill with data stored in the Core HR system. A sample document is illustrated below.
    • When using a merge field, it must be entered in exactly as it is listed.
      • For example, the first name field must be entered as [First Name], not [FirstName].

    360014606474-pre_merge.PNG

  • Once the document is created, it will need to be saved as a .rtf file.

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Adding your Merge Form

  • From the menu, expand Settings and click Prefilled Forms.

    CHR_-_Prefilled_Forms_-_Menu_-_00.png

  • From the Actions drop-down menu, click Create New Merge Form.

    CHR_-_Prefilled_Forms_-_Actions_-_00.png

  • Enter the necessary information for your merge form:
    • Name - The name of your form.
    • A short internal description of the merge form.
    • Use the Browse button to select your saved RTF document to upload.
    CHR_-_Prefilled_Forms_-_Create_Merge_-_00.png
  • When finished, click Save Properties.
  • After saving your document, you will be taken to the Preview tab where you can use the "Click here" link to download a preview of the merge form using your information.

    CHR_-_Prefilled_Forms_-_Create_Merge_-_01.png

  • An example of a merge form has been provided below:

    360015382993-final_merge.PNG

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