How do I Create a Master Merge Template for Grant Letters?

You can set up a master mail merge template using Microsoft Word and an export from FIMS. Please see the attached document for instructions on how to create a single master merge document for all grant letters that will then use the appropriate detailed grant letter based on the record coding.

This method is typically used when you want a different merge grant letter template used for correspondence when different values are present in the record. For instance:

• Letters to grantees can have different terms and conditions based on coding on the application.

Tip: It is helpful to name the merge template after the code in FIMS. For example, if you have a "Gen" code in FIMS, you can create a "Gen.docx" file to map to.

See the following to create the individual grant letters:
How to Create and Run Grant Letters in Microsoft Word