Documentation › Fill Merge Fields in DOCX Document

Fill Merge Fields in DOCX Document

Takes a DOCX document with merge fields and replaces them with specified data using Zapier. The keys in the data object should match the names of the merge fields.

Parameters

Output Parameters

Parameter

Description

Example

File Content

The content of the result .docx file.

It is the content of the result file.

Setup Parameters

Parameter

Description

Example

App

Select the app.

Plumsail Documents

Action event

Select an action from the Plumsail Documents bundle.

Fill Merge Fields in DOCX Document

Account

To allow your zaps to get information from and send it to Plumsail Documents, you need to create a connection.

For more information on how to create a connection to Plumsail Documents, see the online Help.

Configure Parameters

Parameter

Description

Example

Data

Data to bind to the template in JSON format. You can obtain this data from other Zapier apps.

 
{
    "EmployerFullName": "David Navarro",
    "EmployeeFullName": "Anil Mittal",
    "CompanyName": "Contoso LLC",
    "Position": "Marketing manager",
    "SalaryAmount": 5000,
    "ListOfBenefits": "list of any benefits that come with employment",
    "BonusesPolicyDescription": "annual evaluation",
    "EffectiveDate": "10/27/2024",
    "TerminationDate": "10/27/2025",
    "State": "New York"
}

Template file

The raw content of the source .docx file with merge fields. You can extract file content from other connectors like:

  • SharePoint

  • Salesforce

  • Box

  • OneDrive

  • Google Drive

  • Dropbox

  • SFTP

  • File System

Zapier apps

You can find instructions about creation of a document with merge fields in this article.

Use this link to download the sample document.

Example

Download a DOCX template and use it in the Fill Merge Fields in DOCX Document action along with the JSON data.

Fill Merge Fields in DOCX document Example