Adding Merge Blocks

You can add merge blocks to any document template in a few clicks.

Like merge fields, merge blocks let you include customer-specific information in your document templates by pulling data from your Nexudus account.

Merge blocks list all the records associated with a specific field in your account.

For example, generate an inventory list of all the equipment assigned to a customer.

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click CRM > Document templates.
3. Click the document template you want to edit.
4. Click Launch editor.

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

5. Click where you want to add the merge block in your document template.
6. Click the Data tab.
7. Click Insert Merge Block.
8. Select the relevant merge block from the list.
9. 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. Click the Save button. 

You can close the editor tab and start using your document template on the Admin Panel.