# Merge Key Guide for 3rd Party Applications
With Daylite you can merge letter templates using 3rd party applications, allowing you to create standardized letters or documents you can send to your clients or team.
Support Applications
* Pages 4, 5, & 6
* Numbers 2, 3 & 4
* Keynote 5, 6 & 7
* Microsoft Word 2011 & 2016
* Excel 2011 & 2016
{% hint style="info" %}
For Word 2008 use .doc file format
{% endhint %}
### User Information Keys
Use these keys to merge data from your information.
| **My Details** | **My Default Organization** | **My Phone & Email** |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| <$me.alias$>
<$me.firstname$>
<$me.fullname$>
<$me.lastname$>
<$me.middlename$>
<$me.nickname$>
<$me.salutation$>
<$me.suffix$>
<$me.tagline$>
| <$me.org.address.type$>
<$me.org.address$>
<$me.org.city$>
<$me.org.country$>
<$me.org.extra1>
<$me.org.extra2>
<$me.org.extra3>
<$me.org.extra4>
<$me.org.extra5>
<$me.org.extra6>
<$me.org.extra7>
<$me.org.extra8>
<$me.org.extra9>
<$me.org.extra10>
<$me.org.extra11>
<$me.org.extra12>
<$me.org.extraDate1>
<$me.org.extraDate2>
<$me.org.extraDate3>
<$me.org.extraDate4>
<$me.org.name$>
<$me.org.phone1$>
<$me.org.phone2$>
<$me.org.postal$>
<$me.org.state$>
<$me.org.tagline$>
| <$me.email.type$>
<$me.email$>
<$me.phone1.type$>
<$me.phone1$>
<$me.phone2.type$>
<$me.phone2$>
|
| **My Direct Address** | **My Job Title & Role** | |
| <$me.address.type$>
<$me.address$>
<$me.city$>
<$me.country$>
<$me.postal$>
<$me.state$>
| <$me.role.played$>
<$me.role.title$>
| |
### People Keys
Use these keys to merge data from your Daylite contacts.
| **Contact Details** | **Default Organization** | **Email & Phone** |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------- |
| <$cnt.alias$>
<$cnt.firstname$>
<$cnt.fullname$>
<$cnt.lastname$>
<$cnt.middlename$>
<$cnt.nickname$>
<$cnt.salutation$>
<$cnt.suffix$>
<$cnt.tagline$>
<$cnt.salutation$>
| <$cnt.org.address.type$>
<$cnt.org.address$>
<$cnt.org.city$>
<$cnt.org.country$>
<$cnt.org.name$>
<$cnt.org.phone1$>
<$cnt.org.phone2$>
<$cnt.org.postal$>
<$cnt.org.state$>
<$cnt.org.tagline$>
| <$cnt.email.type$>
<$cnt.email$>
<$cnt.phone1$>
<$cnt.phone2$>
|
| **Contact's Direct Address** | **Contact's Birthday** | **Contact's Anniversary** |
| <$cnt.address.type$>
<$cnt.address$>
<$cnt.city$>
<$cnt.country$>
<$cnt.postal$> <$cnt.state$>
| <$cnt.birthdate$>
<$cnt.birthday$> <$cnt.birthmonth$>
<$cnt.birthyear$>
| <$cnt.anniversary$>
<$cnt.anniversaryday$> <$cnt.anniversarymonth$>
<$cnt.anniversaryyear$>
|
| **Contact's email/web addresses** | | |
| `<$contact.defaultEmailAddress.url$><$contact.defaultSecondEmailAddress.url$><$contact.defaultIMAddress.url$><$contact.defaultWebAddress.url$>` | | |
| **Job Title & Role Played** | | |
| <$cnt.role.played$>
<$cnt.role.title$>
| | |
### Project & Opportunity Keys
Use these keys to merge data from projects and opportunities in Daylite.
| **Projects** | **Opportunities** |
| --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| <$project.allContactsAsString$>
<$project.allOrganizationsAsString$>
<$project.assignedTo.contact.name$>
<$project.category.name$>
<$project.completeDate$>
<$project.createDate$>
<$project.currentPipeline.name$>
<$project.currentPipelineStage.name$>
<$project.details$>
<$project.extra1$>
<$project.extra2$>
<$project.extra3$>
<$project.extra4$>
<$project.extra5$>
<$project.extra6$>
<$project.extra7$>
<$project.extra8$>
<$project.extra9$>
<$project.extra10$>
<$project.extra11$>
<$project.extra12$>
<$project.extraDate1$>
<$project.extraDate2$>
<$project.extraDate3$>
<$project.keywordsString$>
<$project.lastNote.name$>
<$project.lastTask.name$>
<$project.lastTimeblock.name$>
<$project.modifyDate$>
<$project.name$>
<$project.nextPendingTask.name$>
<$project.nextPendingTimeblock.name$>
<$project.pendingTasksCount$>
<$project.pendingTimeblocksCount$>
<$project.startDate$>
<$project.statusString$>
| <$opportunity.allContactsAsString$>
<$opportunity.assignedTo.contact.name$>
<$opportunity.cachedTotalAmount$>
<$opportunity.category.name$>
<$opportunity.completeDate$>
<$opportunity.createDate$>
<$opportunity.createdBy.contact.name$>
<$opportunity.currentPipeline.name$>
<$opportunity.currentPipelineStage.name$>
<$opportunity.details$>
<$opportunity.dueDate$>
<$opportunity.extra1$>
<$opportunity.extra2$>
<$opportunity.extra3$>
<$opportunity.extra4$>
<$opportunity.extra5$>
<$opportunity.extra6$>
<$opportunity.extra7$>
<$opportunity.extra8$>
<$opportunity.extra9$>
<$opportunity.extra10$>
<$opportunity.extra11$>
<$opportunity.extra12$>
<$opportunity.extraDate1$>
<$opportunity.extraDate2$>
<$opportunity.extraDate3$>
<$opportunity.extraDate4$>
<$opportunity.modifyDate$>
<$opportunity.name$>
<$opportunity.opportunityStateReason.name$>
<$opportunity.opportunityStateString$>
<$opportunity.opportunityStateString$>
<$opportunity.opportunityTypeString$>
<$opportunity.probability$>
<$opportunity.startDate$>
<$opportunity.term.plainTextRepresentation$>
|
### Forms
You can make your own merge keys for form fields since they can be anything the user sets as a form field within a form.
The merge keys for a form field are structured as such,
**`<$form.Name Of Form Field$>`**
Eg., if you have a form field named Target Date, the merge key would be, <$form.Target Dater$>
### Date Formats
There are different formats you can apply to a date merged key. To do this, append the format to the end of the date merged key.
**`<$rightNow.preferredDateFormat$>`**
For preferred date format, you can select one of the following:
* `preferredDateFormat`
* `preferredMediumDateFormat`
* `preferredLongDateFormat`
* `preferredLongDateTimeFormat`
* `preferredTimeFormat`
* `preferredDateTimeFormat`
Daylite uses the format specified in your International System Preferences while displaying the date.
### How to send external letter templates
After saving your letter template in another application with the merge letters described above you can send merge letters to people in Daylite with the steps below:
1. Select the person you wish to send your letter to, or make the letter about
2. Select **Edit** > **Merge** > **Merge from another application**
3. Select the application you saved your template
4. Next to Template select **Choose** and navigate to your template
5. Next to **Save in** select **Choose** and choose where to save your merged letter
6. Add a file name and Subject
7. Choose to either send as Email, to Print or in the Daylite editor for more changes
When using form merge keys, first select the contact that the form is linked to then, select the form you wish to merge within the contact Details pane.
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