---
title: "Building Document Templates for Virtual Offices"
slug: "building-document-templates-for-virtual-offices"
updated: 2025-09-05T16:08:23Z
published: 2025-09-05T16:08:23Z
canonical: "help.nexudus.com/building-document-templates-for-virtual-offices"
---

> ## 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.

# Building Document Templates for Virtual Offices

You can easily build {{variable.documenttemplates}} for {{variable.virtualoffices}} in the {{variable.CRM_Section}} of the {{variable.AdminPanel}}. 

 Instead of creating each {{variable.contract}} or {{variable.proposal}} from scratch, just [add a {{variable.documenttemplate}}](/docs/adding-document-templates){target=`_blank`} and [include {{variable.mergefields}}](/docs/adding-merge-fields){target=`_blank`} to pull {{variable.customer}}-specific information from data in your Nexudus account each time you generate the document. 

*For example, you can generate {{variable.virtualoffice}} {{variable.contracts}} that automatically include a list of beneficiaries and their contact details.*

:::(Error) (Your {{variable.documenttemplate}} needs to be in Microsoft Word format to add merge blocks.)
:::

You can pull the following data specifically from your {{variable.virtualoffice}} {{variable.contracts}}: 

**Beneficiaries** are individuals who own the business or people with significant decisional power within the company registering its address. 

**Nominated recipients** are individuals who are not beneficiaries of the company but can receive packages on their behalf. 

## Adding Beneficiaries to {{variable.DocumentTemplates_CAPS}}
You can easily add a beneficiary merge block to {{variable.documenttemplates}}. We'll automatically pull the relevant information to populate the {{variable.mergefields}} each time you generate the document. 

![AddingBeneficiariesToDocumentTemplates.gif](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/AddingBeneficiariesToDocumentTemplates.gif){height="" width=""}
***
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK_ON}} {{variable.DocumentTemplates_Link}}. 
3. {{variable.SELECT}} the {{variable.documenttemplate}} you'd like to edit and click **Launch editor**. 

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

4. {{variable.CLICK}} where you want to add the merge block in your {{variable.documenttemplate}}. 
5. Under the **Data** tab, select **Insert Merge Block** and click **ActiveContracts**. 
6. Select **Active** and **Plain paragraph** and click **OK**. 

![InsertMergeBlockDialogueBox.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/InsertMergeBlockDialogueBox.png){height="300" width=""}

7. {{variable.CLICK_ON}} **Select Master Table** and select **Contracts**. 
8. {{variable.CLICK_ON}} **Insert Merge Block** and select **Beneficiaries**. 
9. Select the fields you'd like to include in your merge block. 
10. {{variable.CLICK_ON}} **Active** and click **Delete Field**. 
11. Under **File**, click **Save**. 

:::(Error) (Make sure to save before closing, as the editor won't save your changes automatically.)
:::
***
All set! You can now generate your {{variable.documenttemplate}} for any {{variable.virtualoffice}} {{variable.contract}}. 

:::(Info) (Make sure you test the template before sending it to {{variable.customers}} to make sure all the merge fields display the right information.)
If there is no relevant data to pull, the {{variable.mergefields}} will remain blank.
:::

## Adding Nominated Recipients to {{variable.DocumentTemplates_CAPS}}
You can easily add a nominated recipient merge block to {{variable.documenttemplates}}. We'll automatically pull the relevant information to populate the {{variable.mergefields}} each time you generate the document. 

![AddingNominatedRecipientsToDocumentTemplates.gif](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/AddingNominatedRecipientsToDocumentTemplates.gif){height="" width=""}
***
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK_ON}} {{variable.DocumentTemplates_Link}}. 
3. {{variable.SELECT}} the {{variable.documenttemplate}} you'd like to edit and click **Launch editor**. 

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

4. {{variable.CLICK}} where you want to add the merge block in your {{variable.documenttemplate}}. 
5. Under the **Data** tab, select **Insert Merge Block** and click **ActiveContracts**. 
6. Select **Active** and **Plain paragraph** and click **OK**. 

![InsertMergeBlockDialogueBox.png](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/InsertMergeBlockDialogueBox.png){height="300" width=""}

7. {{variable.CLICK_ON}} **Select Master Table** and select **Contracts**. 
8. {{variable.CLICK_ON}} **Insert Merge Block** and select **NominatedRecipients**. 
9. Select the fields you'd like to include in your merge block. 
10. {{variable.CLICK_ON}} **Active** and click **Delete Field**. 
11. Under **File**, click **Save**. 

:::(Error) (Make sure to save before closing, as the editor won't save your changes automatically.)
:::
***
All set! You can now generate your {{variable.documenttemplate}} for any {{variable.virtualoffice}} {{variable.contract}}.

:::(Info) (Make sure you test the template before sending it to {{variable.customers}} to make sure all the merge fields display the right information.)
If there is no relevant data to pull, the {{variable.mergefields}} will remain blank.
:::