Overview: Merge templates

Providing document templates for your team to merge is probably the number one time-saving feature of this application. Think about how many times a day each person needs a proposal, contract, group resume, etc. If they had to manually type all of the information for each customer, you could probably estimate 20 minutes for each document. Instead, the goal should be for users to enter customer details into Delphi one time, and then if they need that information on a document, it can be merged.

Administrators create merge templates in Microsoft Word and then add them as a Document Template in Delphi. The good news is that they can create merge templates even for alternate languages, such as French. This provides your users with fast and easy documents, like proposals and contracts, that they can create with the click of a button.

Corporate Administrators can create corporate merge templates that display for all properties. Or each property can create their own templates if they have unique requirements.

When you're ready to begin building your merge documents, you'll need to download and install the Merge Tool. Depending on the type of document you're creating (for example, a contract, proposal, booking check, or letter) the Merge Tool will provide the various fields and tables you'll need to create your merge template. You access the Merge Tool from the Amadeus Merge Add-In tab in Microsoft Word.

Follow the links and watch the videos below for all the details.

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Training lesson: Merge Templates

Download and install the Merge Tool

Log in to the Merge Tool

Create merge templates

Create merge templates for alternate languages

Format date and numeric fields

Customize guestroom tables in merge templates

Attach merge templates to document templates

Add fields to the Merge Tool

Add a property logo to merge templates