Mercury Nexus is designed to work with the processes you already have in place. You can use merge field tags to draw information automatically from your Mercury Nexus records and insert those values into a Word merge template document.
Note: The processes and tags noted in this article are only applicable to merge templates used in MS Word. They are not used in Email Templates
What are merge fields?
Mercury documents contain Merge Fields that draw information from records contained within your records. There are two types of tags:
Opportunity tags – For use in loan documents, including the Credit Guide or Preliminary Assessment.
People tags – For use in client documents, such as letter templates and referral agreements.
Where do I find merge tags for Opportunities?
To access a list of merge tags available for Opportunity records:
1. Open the Admin app and select Documents from the main left-hand menu.
2. Open the Merge Templates tab from the top menu.
3. Open the Loans folder and select MASTER: Loans Merge Fields.docx.
4. The tags in this document can be used to pull data from Opportunities directly into your merge document.
5. Press the Download button and open in Word.
Where do I find merge tags for People?
1. Open the Admin app and select Documents from the main left-hand menu.
2. Open the Merge Templates tab from the top menu.
3. Open the People folder and select MASTER: Person Merge Fields.docx.
4. The tags in this document can be used to pull data from People records directly into your merge document.
5. Press the Download button and open in Word.
How do I use merge tag fields in my own documents?
Copy and paste the relevant merge tags into your document. You will need to copy and paste, as they do not work if you simply type the text into your merge template.
Opportunity fields do not work on People records and vice a versa.
Save the updates to your document
Open the Admin app and select Documents from the main left-hand menu.
Open the Merge Templates tab from the top menu.
Click the +Add button to open the Add Document window.
Locate your document by pressing the Browse button.
Use the Folder drop-down to select either the Loan or People folder.
Click Choose. Your document will now be available for use via the Merge button on the Opportunity or People record.
