Merge Documents

  • Includes hundreds of templates, letters, standard SSA & VA forms or import your own
  • Merge fields from client, module, contacts, employee, and more directly into your documents. We update the forms for you so they’re always up to date.
  • Add your custom header or add an image of your signature to documents
  • Robust template editor allows you to create your own document from scratch or use our library of included samples to get you started.
  • Use our Document Manager to easily search for and organize your documents by tags such as favorites.
  • Import and export merge templates to MS Word*
  • Once you create your merge document, send for e-signature with Adobe Acrobat CC*

*Requires Adobe Acrobat subscription

Sample SSD Merge Form

VA Merge Documents

Document Manager

Sort and search your templates with our best-in-class document manager. We upload forms for you and keep you up to date with the newest forms.

Dibcase Doc Manager

Internal Template Editor

Easily create document templates with merge fields to send to your clients. You can paste from Word, export to PDF, and use our full featured word processor to create custom templates with images and more.

Template Editor

Import and Export Word Templates

Already have a library of word documents? Add the dibcase merge fields and import them into Dibcase. You You can also export merged documents to Word for easy editing.