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Agency Form Templates – Using Merge Docs (Mgmt System)

Agency Form Templates is an EZLynx Management System feature.

With Agency Form Templates, you can upload a custom merge document, then access it from any applicant and have it pre-fill with the applicant, policy, agency and agent data stored in EZLynx. This guide shows you how to use Microsoft Word Merge or Google Merge documents.

Click here for a list of the EZLynx fields that can pre-fill Agency Form Templates.
Click here to read “Agency Form Templates – Using Merge Docs”.
Click here to watch the Agency Form Templates video. 4 1/2 min.

The feature also supports using editable PDFs.
Click here to read “Agency Form Templates – Using Editable PDFs”.


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