Mail merge templates control how a child's information is laid out when you print or generate a document, such as an enrolment record.
You can edit them to change what's included and how it looks. If you're comfortable editing email templates this will feel familiar — the key is understanding where each piece of information comes from.
Follow the interactive guide below to edit a mail merge template:
▶ Prefer written steps? Click here for the text-only version
- Go to Settings (the tool icon), then open Templates.
- Select the Mail Merge tab, hover over the template you want to change, and click the edit (pencil) icon.
- Type any headings or labels where you want them, then add merge fields by finding the field in the side menu and double-clicking to insert it at your cursor.
- Add tables using the insert option, and apply a table theme once your fields are in place.
- Save your changes.
Advanced: Adding a subform (such as Authorised Nominees)
To include a related list — for example, a child's authorised nominees — add a repeat region:
- Click Automate → Subforms, choose the subform / related list you want (for example, Authorised Nominees), then select Insert Repeat Region → Insert Table for Repeat Row.
- Add the number of columns you want in the table.
- Add the column titles, then add the merge fields in the second row.
- Customise the look of the table if you need to.
Once your template is set up the way you want, you can move on to Print a copy of a child's enrolment record.
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