Rock Merge Templates | 186

Did you know that Rock gives you the ability to merge data from most tables/lists of people into a word document?  For example, you may want to create mailing labels for a list of people… maybe you want to create a checkin sheet that you can print… or maybe you want to print labels to put on items/bags designated for specific people.

You’ll notice at the bottom of most grids there’s a button.   Pressing this button will take the contents of the grid and make it available to import into a merge document.

That’s it! Pretty easy!!

From any list of people, you can select the users you would like to export (or leave blank to select all); then click the Merge Document button.

After clicking the Merge Document button, you will be given a list of documents:

Lets take a look at a few templates below:

Example 1: Print name tags to put on baptism bags before the weekend.

  • Navigate to your connections for Baptism
  • Make sure you are on [List View] and not [Board View]

  • Select the people you would like to print tags for

  • Click the Merge Document button in the top right or bottom left corner

  • Select your Merge Template; in this example we will select:
    • Next Steps
    • Baptism Name Tags

 

  • After you select your template; click [Merge]
  • This will merge and download your file

  • You can now print this document to your local office printer on a set of Avery labels.

Note: This particular export only works from connection requests, not a group or report.

Example 2:  Mailing Labels

 

Example 3: Checkin Sheet

Example 4: Certificate