Uploading your first DOCX template

A template is a Microsoft Word (.docx) file with placeholders — called merge tags — that get replaced with form data on every submission.

Preparing the template

1. Open or create a document in Microsoft Word (or Google Docs exported as .docx, LibreOffice, etc.).
2. Wherever you want data to appear, type a merge tag in curly braces. Example: Dear {client_name},
3. Use lowercase letters, numbers, and underscores only in tag names. Good: {client_name}, {order_total}. Avoid: {Client Name}, {clientName}.
4. Save as .docx (not .doc).

Uploading

1. In WordPress admin, go to DocuMerge → Templates.
2. Click Upload Template.
3. Give your template a name (e.g. “Client Agreement”) and an optional description.
4. Drag the .docx file into the upload area.
5. Choose the output format for this template: PDF, DOCX, or both.
6. Click Save Template.

Automatic merge tag detection

After upload, the plugin scans the document and lists every {tag} it found. You’ll see these in the template details. If a tag is missing, re-open the Word file, check for typos or mismatched braces, and re-upload.

Next step

Create a form and map its fields to the template’s merge tags.