---
title: "Using Merge Blocks"
slug: "adding-merge-blocks"
updated: 2025-10-07T14:09:56Z
published: 2025-10-07T14:09:56Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Merge Blocks

You can add {{variable.mergeblocks}} to any {{variable.documenttemplate}} in a few clicks. 

Like {{variable.mergefields}}, {{variable.mergeblocks}} let you include {{variable.customer}}-specific information in your {{variable.documenttemplates}} by pulling data from your Nexudus account. 

{{variable.MergeBlocks_CAP}} list **all** the records associated with a specific field in your account. 

*For example, generate an inventory list of all the {{variable.assets}} assigned to a {{variable.customer}}.*

:::(Info) (Only need the latest or main record linked to a specific field?)
Use [{{variable.mergefields}}](/docs/adding-merge-fields){target=`_blank`} to pull unique records, such as a customer's name, email, or address.
:::

* * *
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK}} {{variable.DocumentTemplates_Link}}.
3. {{variable.CLICK}} the {{variable.documenttemplate}} you want to edit. 
4. {{variable.CLICK}} **Launch editor**.

*The template editor opens in another browser tab. Your document can take a few seconds to load.*

5. {{variable.CLICK}} where you want to add the {{variable.mergeblock}} in your {{variable.documenttemplate}}. 
6. {{variable.CLICK}} the **Data** tab. 
7. {{variable.CLICK}} **Insert Merge Block**.
8. {{variable.SELECT}} the relevant {{variable.mergeblock}} from the list. 
9. {{variable.SELECT}} the **table columns** you'd like to insert. 
10. Click **OK**. 
11. Once you're happy with your document, click on the **File** tab.
12. {{snippet.Save}}
* * * 
You can close the editor tab and start [using your {{variable.documenttemplate}}](/docs/creating-documents-using-document-templates-1){target=`_blank`} on the {{variable.AdminPanel}}. 
:::(Info) (We recommend [testing your {{variable.documenttemplate}}](/docs/testing-document-templates){target=`_blank`} to ensure {{variable.mergeblocks}} display the right information in the format you want.)
:::
