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

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

Each template includes content controls. A content control is 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.

Note:

  • You cannot merge information of an archived or locked document.
  • Merge fields for contacts are currently not supported.

See also:Available merge fields.

Add a merge field to a document

  1. Open a Word document.
  2. Open the WorkZone pane.
  3. Fill in mandatory fields on the Document tab.
  4. At the bottom of the WorkZone pane, select ... > Merge fields.
  5. On the Insert merge field tab, find the needed merge field and click [+]. The selected merge field will be added to the document.
Tip: You can select merge fields for the following values:
  • For cases: Case, Case handler, Responsible unit, and Acting unit.
  • For documents: Document, Case handler, Responsible unit, and Acting unit.

See also: Available merge fields.

Merge information to a document not saved to WorkZone

  1. Open a template with the inserted content controls.
  2. Open the WorkZone pane.
  3. Fill in mandatory fields on the Document tab.
  4. On the WorkZone pane, select > Merge.



    The document will be saved to WorkZone and the merge will start.
  5. A WorkZone version of this document will automatically open, and the template from step 1 will be closed.
    Tip: Re-open the WorkZone 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 pane opens.
  3. Fill in all mandatory fields on the Document tab.
  4. On the WorkZone pane, select > Merge.
  5. A merged document with the values inserted from WorkZone and fields from the WorkZone pane will open as a new Word document.
    Tip: Re-open the WorkZone 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.