With a template uploaded, build a form that collects the data those merge tags need.
Create the form
- Go to DocuMerge → Forms → Create Form.
- Give the form a title.
- From the Template dropdown, pick the template you uploaded.
Add fields
Drag a field type from the left panel onto the canvas. The Lite version includes six field types:
- Text — single-line text
- Textarea — multi-line text
- Email — email with format validation
- Phone — phone number
- Number — numeric input with min/max
- Date — calendar picker
Click any field to edit its label, placeholder, help text, required state, and merge-tag name. The merge-tag name should match the tag in your template — for example, a field named client_name fills the {client_name} tag.
Map tags to fields
On the right side, the Merge Tag Mapper shows every tag in the template. For each tag, pick the form field that supplies the value. DocuMerge auto-maps tags when their names match a field exactly; you’ll only need to manually map when names differ.
Unmapped tags will be left blank in the generated document.
Save and preview
Click Save Form. On the Forms list, copy the shortcode (e.g. [wprobo_documerge_form id="1"]) or use the Gutenberg block to embed the form on any page.