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      Document Merge (DocMerge)

      With DocMerge, teams can easily export data from any deal into a documents template.

      Save your team hours of time by eliminating the need to sift through versions of models and deal data. 

      Upload the document templates you’re already using complete with your branding, letterhead and formatting. 

      With a few simple mapping steps that document can be dynamically generated, pulling all of the key data points and placing them exactly where you need them. 

      📑Learn To:

      💡Things to Consider

      DocMerge leverages the Mail Merge technology from Microsoft Word to map deal fields from TermSheet into an existing document template. 

      Files must be saved as .docx or .pdf

      Create any fields you will need in TermSheet first, if they do not exist already.

      When entering the field name to the Microsoft Word Doc, it MUST include the = before the field name 

      If the = is missed during setup, the process must be restarted from the beginning. (PDF Forms do not need the = )

      ⚙️Steps

      Map a Template in Microsoft Word

      1. Open the document template in Microsoft Word.
      2. Select the space where the TermSheet data should be mapped into.
      3. Select "Insert" from the Microsoft Word ribbon menu.

      4. Select "Quick Part"

      5. Select "Field"

      6. Select "MergeField"
      7. Enter an equal sign (=) then enter the TermSheet field name exactly as it is displayed in the workspace settings. 
        Example: =cf_contactfield name docmerge

      8. Select OK to Save. 
      9. Repeat steps 2-8 for each field that should be mapped to the template.
      10. Save this mapped version as your new company wide template, ensure all team members use this version moving forward.
      11. In TermSheet, select the workspace files from the header. Upload the saved mapped template.

       

      Map a PDF form 

      1. Open a template in Adobe Pro, then select “Prepare Form”.

      2. Insert form fields into your PDF (If you have existing form fields then you can skip to step 4)

      3. In each form field map the TermSheet field name by entering it exactly as it is shown in TermSheet.
        Example: cf_contactfield name docmerge

      4. Select save.

      5. Save this mapped version as your new company wide template, ensure all team members use this version moving forward.

      6. In TermSheet, select the workspace files from the header. Upload the saved mapped template.


       

      Generate a Merge Document

      1. Select any deal
      2. Select the ⁝ icon
      3. Select "Generate Merge Document"
      4. Using the dropdown, select the mapped template. 
      5. A download will begin that inserts any field data into the template. 

      See sample memo with relevant data included below: