User guides
Document Generation via Word

Document Generation via Word

Produce letters, certificates and agreements without retyping. Mail merge your Word templates from a profile or in bulk, then store them on the contact.

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General

Document Generation via Word

Documents (Word plugin) — Overview

Design Word docs with SwiftFox fields, generate personalized contacts or bulk documents, and attach them to emails.
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September 18, 2026
Document Generation via Word

Documents (Word plugin) — Frequently asked questions

Install SwiftFox, insert fields, generate individual or bulk documents, and manage templates.
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September 21, 2026

Workflows

Document Generation via Word

Installing the Word plugin and signing in

Install the SwiftFox Word add‑in and sign in to access and insert custom merge fields.
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September 29, 2026
Document Generation via Word

Inserting mail merge fields (Word plugin)

Insert SwiftFox merge fields into Word templates for personalised document generation.
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September 29, 2026
Document Generation via Word

Uploading and organising document templates in Settings

Upload, organise, and manage document templates in SwiftFox Settings, including folders, permissions, and file actions.
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September 23, 2026
Document Generation via Word

Generating bulk documents from List Builder (fallback fields)

Bulk generate personalized documents for each contact using List Builder with optional fallback fields.
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September 19, 2026
Document Generation via Word

Reusing generated documents in Emails (attachments)

Reuse generated documents by downloading them and attaching to emails in SwiftFox.
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September 19, 2026
Document Generation via Word

Template field vs mail merge field (Word plugin)

Choose the right field type—Template for single contacts, Mail merge for bulk generation.
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September 19, 2026
Document Generation via Word

Documents (Word plugin) — Workflows: step-by-step

Step‑by‑step workflow to install SwiftFox Word add‑in, manage templates, generate individual or bulk documents, and attach them to emails.
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September 18, 2026
Document Generation via Word

Generating an individual document from a contact

Generate a personalized Word document for a contact using a template, review and edit fields, then download it.
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September 18, 2026

Limitations & best practice

Document Generation via Word

Documents (Word plugin) — Limitations & best practice

Key field‑type rules, empty‑field handling, fallbacks, output formats, and best‑practice tips for reliable document generation.
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September 18, 2026