How to use Microsoft Word to add conditional merge statements into templates

When you start making templates for merge documents or PDFs to upload into Insightly, you have the option to include IF THEN logic within them. You can use this logic to selectively include document sections depending upon what fields are filled out in the record.

If you have Microsoft Word, you can use it to add conditional statements to templates. You can use other programs to create templates, but Word has tools that will make the process a little easier.

Conditional statements are case and space sensitive.

For Windows users:

  1. Open Microsoft Word. Go to the Insert tab.
  2. Click Quickparts and select Field... from the dropdown.
    Word_windows_1.png
  3. Under the Field names list, select If.
  4. Under Field Codes, enter your conditional statement.
    For example: IF "{{ADDRESS_BILLING_CITY}}" = "San Francisco" "Home" "Away"
    Word_windows_2.png
  5. Click OK.

For Mac users:

  1. Open Microsoft Word. Go to the Insert tab.
  2. Click Insert Field.
    Word_mac_1.png
  3. Under the Field names list, select If.
    Word_mac_2.png
  4. Under Field Codes, enter your conditional statement.
    For example: IF "{{ADDRESS_BILLING_CITY}}" = "San Francisco" "Home" "Away"
  5. Click OK.

If you need to edit your statement, press Alt + F9 (Windows) or Fn +Option + F9 (Mac) to reveal the content of the IF field in the document.

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