A merge template can be built and then used to generate merge documents from your Grant Lifecycle Manager (GLM) or Scholarship Lifecycle Manager (SLM) site. For example, if you send award letters to each grantee or scholarship recipient, you could create a merge template of that letter and then generate customized award letters using that template.
Build Merge Templates
A merge template starts as a document built in Microsoft Word or a similar program with your templated content (e.g. the award letter content). You then copy and paste merge fields into the template. Those merge fields tell the system what data you want to pull from your site into the template when generating merge documents with the template. In other words, the system merges data from your site into those fields.
In our award letter example, you might include merge fields for the applicant's name, the amount awarded, and the process name, so that information automatically populates in the letters.
Several example merge templates including an approval letter, denial letter, and envelope are available in your Sandbox site. You can download any of these example templates and use them as a starting point for building your own merge templates. If you don't see these example templates available, reach out to Support.
Generate Merge Documents
Once you've built a merge template and uploaded it to your site, you can use the template to generate merge documents. Merge documents can be generated for a single request and efficiently uploaded to the request. Merge documents can also be generated for multiple requests in a batch from the Requests & Decisions search page or a follow up workload page.