Merge case, document, and contact information with a Word template

You can merge case, document, or contact information with a Microsoft Word template.

Each template includes content controls. A content control represents an information field of a case, document, or contact (party). For example: (Case, Case handler) Name 1, (Document) Title, and so on. When you merge a template with a certain case or document, content controls will extract the related values from that case or document. For example, (Case, Case handler) Name 1 will receive the value Ann, (Document) Title will receive the value Application form, and so on.

Merge information to a document not saved to WorkZone

1. Open a template with the inserted content controls.
2. On the Home tab, click WorkZone in the main ribbon. The WorkZone 365 pane opens.
3. Fill in all mandatory fields on the Document tab.
4. On the WorkZone 365 pane, select > Merge.
   
   
   
   The document will be saved to WorkZone Content Server, and the merge will start.
5. A merged document with the values inserted from the WorkZone Content Server and fields from the WorkZone 365 pane will open as a new Word document.
   Tip: Re-open the WorkZone 365 pane to edit the fields for the merged document.

Merge information to an existing WorkZone document

1. Open a WorkZone document with the inserted content controls.
2. On the Home tab, click WorkZone in the main ribbon. The WorkZone 365 pane opens.
3. Fill in all mandatory fields on the Document tab.
4. On the WorkZone 365 pane, select > Merge.
5. A merged document with the values inserted from the WorkZone Content Server and fields from the WorkZone 365 pane will open as a new Word document.
   
   Tip: Re-open the WorkZone 365 pane to edit the fields for the merged document.

   The state of the original document from step 1 will be changed to Personal draft – UP. The new merged document will open in the state that was specified in the original document before the merge.