Merge Fields and Tables is the key function that allows a user to transfer the work they've completed in a Valuation Excel file into an appraisal report. Usage of the function typically follows directly after a user has successfully prepped their fields and tables in a Valuation Excel file.
The function can be accessed from either the LightBox Ribbon in Microsoft Word, or by right-clicking in Word and selecting Merge Fields and Tables.
How to Merge Fields and Tables
Click Merge Fields and Tables from the LightBox Ribbon in Microsoft Word.
Select the subject property from the list which you wish to transfer into the report, and click OK.
A window will open that prompts you to always remember to prep before merging to ensure you have the latest appraisal data in your report. Click Yes to have the prompt appear again in the future. Click No to disable it.
The software will then merge your fields and tables into the report. Note: The merge process is significantly faster after the July 2021 Report Writer update.
The merge can be canceled before it has completed by clicking the Cancel button.
A popup message will warn that canceling the merge may leave the document in a half-merged state. Click Yes to cancel the merge or click No to continue to cancel the merge.