Generate Word Merge Documents for Custom Documentation

If your organization uses the optional Word Merge module, you can generate custom documents such as confirmations, contracts, and other organization-specific forms. Word Merge documents combine reservation data from EMS with your organization's custom content.

EMS generates Word Merge documents in Microsoft Word (.docx) format. After EMS generates the document, use Microsoft Word to print, save, email, or further edit the file.

1. Open the reservation in the Navigator.
2. Do one of the following:
   • Select the reservation to generate a reservation-level document.
   • Select the reservation and then select a booking to generate a booking-level document.
3. Do one of the following:
   • For a reservation, open the Reservation summary or Properties tab and select Confirmation.
   • For a booking, open the Booking summary tab and select Confirmation.
4. The Confirmation window opens.
5. Select Word merge.
6. The Word merge documents window opens and displays the available Word Merge templates.
7. Select the Word Merge document that you want to generate.
8. Optional:
   • Select Attach to reservation to save the generated document as a reservation attachment.
   • Select an attachment type.
9. Select Generate.
10. When EMS confirms that the document was generated successfully, select Yes to open the document in Microsoft Word.

After the document opens in Microsoft Word, you can save, print, email, or edit the document by using standard Microsoft Word features.

Store the generated document

To keep a copy of the generated document in EMS, do one of the following:

• Attach the document to the reservation during generation.
• Save the generated Word document and attach it to the reservation later.