This article is intended to help you make very simple adjustments to the standard wording and formatting on your FuseDocs Merge Document templates.  There is a little bit of science behind how your templates have been put together and your FuseDocs consultant is available to help with more complex changes that may need to be made from time to time.


Accessing Your Merge Document Templates


To access your merge document templates open the FuseDocs Application > go to the Champion Tools Ribbon > click Edit Resources > navigate the list of resources to locate your template.  If you don't have the Champion Tools Ribbon please contact your internal FuseDocs champion or support@fuse.work.


The template could have been set up using one of two methods: 

  • re_coverLetter1 shows the file path method.  You can access the template file at that file path on your system.
  • re_coverLetter2 shows the embedded file method.  You can view the file by clicking the first button, then save it somewhere local while you make the changes. 

Recommendation:  We recommend that you save a backup of the current document before making any changes.  Save a new copy of the file for your changes and increment up the version number in the file name so that you can tell the difference between the files. 


Reading Your Template + Making Adjustments


Click the image below to expand.


Recommendation:  If you're not confident to make adjustments without breaking your automation, that's what your FuseDocs support team are here for.  Simply mark up a copy of your document using highlighting and/or tracked changes and send it through to us at support@fuse.work


Formatting Tips


Paragraph Spacing:  When FuseDocs removes unneeded paragraphs sometimes additional paragraph spacing can be left behind. To get great formatting every time, make sure that the heading or first line of your section is on the line directly below the beginning of the section which might look something like {{le_taxPosition|section}}.  Then make sure that the spacing between this paragraph and the next paragraph sits within the section, or before the {{sectionend}}.


For example: 


{{le_paragraphOne|section}}

Heading Text


Here's a paragraph of text that needs to be included in my letter only if it is selected on the FuseDocs input screen.  It's a few lines long so that we can demonstrate what it looks like in the help article. I would like two blank lines between this paragraph and the next one if it's included in the letter. 



{{sectionend}}

{{le_paragraphTwo|section}}

Heading Text


Here's another paragraph that may or may not be included.  



{{sectionend}}



Page Breaks: Page breaks can be tricky to get in the right spot if we don't know which sections of the letter will be included for different client scenarios. Luckily, Microsoft Word has some special tricks that we can use to get your page breaks in the right spot every time! Rather than using hard page breaks, we recommend using the Keep Lines Together and Keep Paragraphs Together functions. You can read more about how to use these on the Microsoft Support website here


Recommendation:  If you are having a lot of trouble getting your formatting right please reach out to your FuseDocs consultant.  We work with these problems every day and might be able to quickly point you in the right direction.


Uploading Your Revised Template


Now that you've made your changes, the new template needs to be linked back to your FuseDocs solution.  


If your solution has been setup using the file path method, save you file to the correct folder and update the file path in the FuseDocs resources to reflect the new file name with updated version number. 


If you solution has been setup with the embedded file method, click the second button next to the resource to replace the file, use the popup window to navigate to where you saved the file and upload the new file. 


Don't forget to hit SAVE when you're done.