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  1. Foundant Technologies
  2. Grant & Scholarship Lifecycle Manager
  3. GLM & SLM - Communications
  4. Merge Templates and Documents

Generate Merge Documents

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Merge documents combine data from Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM) requests with pre-built templates to generate customized letters, certificates, or reports. These documents can be created for individual requests or multiple requests at once and downloaded as Word or PDF files.

User Roles: Administrator, Grants Manager 

When to Generate Merge Documents:

  • Create award letters or denial notifications for individual applicants with personalized details from their submissions.
  • Produce batch documents for board review packets that include applicant information across multiple requests.
  • Generate certificates or completion letters for scholarship recipients that can be made visible on their dashboards.
  • Compile follow up reports that pull data from multiple follow up submissions into a single formatted document.

Prerequisites: Before generating merge documents, ensure that you have built and uploaded the merge template that you intend to use to generate the documents.
 

Merge Templates Overview provides more context and details on building merge templates and generating merge documents.

 

When generating a merge document for one request, there is an option to efficiently upload it to the request. This also gives the option to make the document accessible to the applicant on their dashboard where they can then download it. Merge documents can be generated as a .pdf or Word file. In Scholarship Lifecycle Manager (SLM), merge documents can be generated on individual scholarships and can include file attachments specific to an opportunity. 

To generate a merge document for a single request, navigate to the Request Summary page or submitted form and select your template and file options.

  1. Navigate to the page from which the merge document will be generated.
    • This could be the Request Summary page or a submitted form for a request such as the submitted application form. 
  2. Click Create Documents.Create Documents button 
  3. Select the merge template File Name that will be used to generate the document.
    file name
     
  4. Select the output File Type: Word or PDF. 
    • If the merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. Additional file uploads and request documents can be included with the document being generated if the PDF file type is selected.
    • Check the box next to Zip to download the document in a zipped file.
      file type
       
  5. Complete the document creation using one of the options below. 

Option 1: Create Document and Attach to Request

To generate the document and attach it to the request in a single step:

  1. Create Document and Attach to Request.
    create document and attach to request button
     
  2. Enter a Description, check the box for Show Applicant this document to have the document accessible on the applicant's dashboard, and then click OK.
    • If the document is visible to the applicant, the description can be viewed.
      ok button
       

Option 2: Create Document

Use this option to generate the document and download it to your computer. This may be useful if additional edits to the document are needed or to print it for the applicant.

  1. Click Create Document.
    • The document will download to your computer.create document button
       

Merge documents can be generated for multiple requests from the Requests & Decisions search page in either a Word or .pdf file. In SLM, merge documents can be generated on individual scholarships and can include file attachments specific to an opportunity.

To generate merge documents for multiple requests from the Requests & Decisions search page, select the requests and configure the template and file type settings.

  1. Navigate to the Requests & Decisions search page and search for requests for which to generate merge documents. 
  2. Check the box next to each request to include.request checkbox 
  3. Click Batch Actions, and then click Create Documents.Create Documents batch action 
  4. Select the merge template File Name to use to generate the documents.
    file name
     
  5. Select the output File Type: Word or PDF. 
    • If the merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. Additional file uploads and request documents can be included with the document being generated if the PDF file type is selected.
    • Check the box next to Zip to download the documents in a zipped file.
      • A zipped folder will download to your computer that contains individual Word or .pdf documents for each selected request.
    • If the Zip option is not selected, a single Word of .pdf file will download to your computer containing the generated merge document for each selected request with a page break between them. 
      file type
       
  6. Click Create Document.
    create document button
     

A document or zipped folder will download to your computer containing the generated merge documents for each selected request. 

Merge documents can be generated for multiple requests from a follow up workload page in either a Word or .pdf file. One document per request will be generated, not one document per submission. For example, if there are three follow ups from the same request on the Follow Ups Complete workload page and all three are selected when generating merge documents, a single document will be produced for the request.

To generate merge documents from a follow up workload page, select the requests and configure the template and file type settings.

  1. Navigate to the follow up workload page from which to generate the merge documents.
  2. Check the box next to each request to include.request checkbox
     
  3. Click Batch Actions, and then click Create Documents.Create Documents batch action
     
  4. Select the merge template File Name to use to generate the documents.
    file name
  5. Select the output File Type: Word or PDF. 
    • If the merge template includes merge fields for file upload questions or other request documents, select PDF to include those documents. Additional file uploads and request documents can be included with the document being generating if the PDF file type is selected.
    • Check the box next to Zip to download the documents in a zipped file.
      • A zipped folder will download to your computer that contains individual Word or .pdf documents for each selected request.
    • If the Zip option is not selected, a single Word or .pdf file will download to your computer containing the generated merge document for each selected request, with a page break between them.
      file type
       
  6. Click Create Document.
    create document button
     

A document or zipped folder will download to your computer containing the generated merge documents for each selected request. 

This video provides a brief overview of generating merge documents.
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