The Word Merge Processor action allows you to use a user uploaded template file with placeholders inserted into it, in conjunction with an open record on your Chameleon-i.
For more information on how to create and store Word Merge Processor (WMP) templates, please see our article on 'Word Merge Processor Templates'.
This article assumes you have uploaded your template(s) to the 'Template' tab in the 'Admin' section. If you have not uploaded your templates(s) you will not be able to utilise the Word Merge Processor (WPM) Action in your records until you do.
To run a Word Merge open the record you want to merge the information from in Chameleon-i. The Word Merge Processor (WPM) feature is available in all records.
Select the 'Actions' button within the record and select the 'Word Merge Processor' from the drop-down list.
The Word Merge Processor pop-up will appear on the screen. If it does not please check that your browser has popups enabled.
By default, the processor will display the associated records. Although the other icon buttons are clickable you can only merge content from the associated records.
The black house icon denotes the Company record type
The blue person icon denotes the Client record type
The red person icon denotes the Candidate record type
The blue briefcase icon denotes the Vacancy record type
The green icon denotes the Placement record type
You will see that you can also append a candidates CV to a template. The CV will be the candidate's main CV stored against their profile, not in the attached documents section.
Select from the drop-down where you view the merged document.
1. Create and download to edit locally
2. Create and open the document for editing in the in-browser editor
3. Create and save the document to the attached files section
To start the merge, click the green 'Run Merge' button.
The Word document will then be created.
You can download a full copy of all available Word Placeholders from the Download Centre for use in your templates.