How to in-line customize a Word Merge document
When uploading a document you have the option of using our Word Merge feature. With this, you can create a word-doc using GetAccept or unique Word Merge tags and customize them with in-line text.
How to create and send out a Word Merge document
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Word Merge Tags
If you would like to type in custom text, you want to use Word Merge tags. To do so, within your document's text, place a $ to begin the tag.
Then type what you'd like the label to be named, and close the tag using another $. It should look something like this: $Label_Name$ (use a _ if there is a space). |
GetAccept Merge Variables
If you would like to auto-populate the document with data from GetAccept, such as company name or recipient name.
$recipient.first_name$
You can download an example Word file to test this here.
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