F2 Merge Codes
F2 Merge Codes is an add-on module that supports the merging of data from F2 with Microsoft Word templates. The add-on simplifies the creation of standard documents and streamlines the process of creating multiple identical records and emails for different participants.
F2’s participant register and metadata fields contain merge fields with information. Using merge codes, this information can be retrieved and inserted directly into documents. This allows users to add addresses, case titles, and other information quickly and efficiently, which in turn reduces the risk of errors and improves the quality of produced documents.
Read more about the concept of merge codes or see a list of merge field examples.
Using merge codes
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You have to set up merge templates to use merge codes. This is done in the main window. The template must contain merge codes that, depending on their syntax, retrieve data from merge fields in either the participant register or metadata fields. |
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The actual merge happens whenever you attach a new document created from a merge template to a record. |
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You can set up various participant types and generate letters to multiple recipients simultaneously. |
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Certain merge codes are configurable, e.g. with the option to capitalise data from merge fields. |
