What
Design Word document templates to pull specific information from records within Mercury. Using templates helps in standardising documents like terms of business, cover sheets, or invoice information, etc. Templates save time, reduce errors from manually copying data from record fields, and keep your documents looking consistent and professional.
NOTE: Any template created can be used by multiple users and are not restricted to whoever creates them.
Where
Creating and using Word templates uses both Mercury and Microsoft Word.
How
Download file to create a template
Create template in Microsoft Word
Example - Contact Entity Information
How to add the Developer tab to Word toolbar
Download file to create a template
Settings > Advanced Settings
Templates > Document templates
+ New > Download Word Template
Within the pop-up window, the Entity value is required.
In this example, a template is being created to merge fields into a CV cover sheet. Contact is the selected entity as this will include the Candidate record fields needed to build the template.
1. 1:N (one-to-many) relationship
Definition: One record in the primary entity is related to multiple records in the related entity.
Example: A Client can have multiple Contacts.
2. N:1 (Many-to-One) Relationship
Definition: Many records in the primary entity are related to one record in the related entity.
Example: Multiple Contacts can be associated with a single Client.
3. N:N (Many-to-Many) Relationship
Definition: Many records in one entity are related to many records in another entity.
Example: A Candidate can be associated with multiple Hotlists, and a Hotlist can have multiple Candidates.
Create template in Microsoft Word
The Word document will open blank, this is normal. To show the template you need to go into the Developer tab.
File > Options > Customize Ribbon > Main Tabs > check Developer > OK
Back in the Word Document, go to the now visible Developer tab and select the file beginning with urn:microsoft
No Developer tab? Click here for how to add it to your toolbar.
Type the name of the field and then add it from the XML Mapping pane.
NOTE: You must right-click on the field name in order to add it into the document (Step 2 in the image below).
After all fields have been added, Save the document.
Upload Word template
Settings > Advanced Settings > Templates > Document templates > Upload Template
Using the template
Go the associated record type, select the kebab menu (⁝) and Word Templates
Then select the template to use.
This in-progress message will pop up. The file downloads with the fields completed.
Example - Contact Entity Information
Below is an example of a template created to pull 16 specific fields from a Contact record, in this case for a Candidate. The document itself can be edited or formatted in any way, as long as the fields are entered using rich text (as seen above).
How to add the Developer tab to Word toolbar
File > Options > Customize Ribbon > check Developer > OK
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