Creating mail merge documents

Modified on Tue, 26 Mar 2024 at 08:56 AM

Standardised documentation, such as contracts and letters can be set up as templates within Arthur to allow for auto-population of data, meaning your team do not have to enter information. 

To ensure your documents are set up correctly,  a member of Arthur's implementation team can create the documents with the mail merge fields applied. The process may require us to change the formatting, or alter the layout in order to obtain a better result when merging and subsequent conversion when using digital signature. 

If a client requires us to revert back to the original formatting or layout this will be at the clients risk. If you would like to try and create the template document yourself, see this article: how to mail merge documents 

Please contact us for quote.

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