Microsoft Word
Choose Word when you need an editable document for additional revisions.
EDITABLE DOCUMENTA SIMPLE GUIDE / DOC MERGE STUDIO
Your next document.
Already halfway done.
From your first set of fields to a ready-to-share file, Doc Merge Studio keeps repetitive document work simple. Follow these four steps to build a workflow you can use again and again.
Start the walkthroughSEE EACH STEP IN THE APP
These are real Doc Merge Studio screenshots. Switch all examples between light and dark mode.
START WITH THE FIELDS TAB
Enter the details you'll use.
Begin by setting up the information your document needs. Keep your field names organized so the same details can be inserted into a template wherever they're required.
Create your fields
Add the names, dates, addresses, reference numbers, or other information specific to your workflow.
Fill in values
Enter the details that will appear in your document. Update these values each time you create a new version.
Use predefined choices
For fields with common answers, create dropdown selections to reduce retyping and keep entries consistent.
Why dropdowns help: Instead of typing the same information over and over, enter your available choices once in the Fields tab and turn the field into a dropdown menu in Template Builder. Simply select the appropriate option each time you reuse the template.
MOVE TO TEMPLATE BUILDER
Create the format once.
Write the content that stays the same from document to document. Then add placeholders for information that changes, using the fields you created in Step 1.
Write your content
Draft a reusable email, letter, notice, or other document in the Template Builder.
Format your template
Use the editor's familiar formatting tools for text, headings, lists, and emphasis.
Insert merge fields
Place field placeholders where the changing details belong. Reuse a field in multiple locations as needed.
Example: A recurring notice can keep its introduction and formatting while replacing names, dates, and quantities with the values entered for each new matter.
CHECK THE PREVIEW
See the finished result.
Review the populated document before exporting. The Preview displays your template with the entered field values in place, so you can check the final wording and presentation.
Review populated values
Confirm that names, dates, selections, and other details appear as intended.
Check formatting
Read through the document and check spacing, emphasis, and layout.
Make refinements
Return to your fields or template if you need to correct a value or adjust wording.
FINISH THE DOCUMENT
Export. Save. Repeat.
Once your document looks right, export it in the format that fits your work. Keep the reusable project so you can return to the same template for your next document.
Choose PDF when you want a portable version for review or distribution.
PORTABLE DOCUMENTHTML
Choose HTML for workflows that use formatted web or email-compatible content.
HTML DOCUMENTYOUR NEXT DOCUMENT
Don't start over next time.
Save your Doc Merge Studio project with its fields and template. The next time you need a similar document, reopen it, update the changing details, and export another version.
See all featuresREADY FOR YOUR FIRST TEMPLATE?
Build once.
Use it again.
Doc Merge Studio is Windows desktop software with a 14-day free trial. The public installer and checkout links will be added before launch.