Select template using the Template Manager either from the appropriate folder or from None folder. Click 'Load'Fig.1 (1). Or create a new merge document in the Editor. Fig.1 (2)
Fig.1
Review and edit if required the template, and click 'Preview' to see the document with any merge fields completed for one record. Fig.2 (1) Click 'Merge'to merge the document with records selected. Fig.2 (2).
Fig.2
Click 'Download'. Fig.3 (1). If your CRM has the GDPR features turned on, the CRM will only allow merges to contacts marked Opt-in and this figure will be highlighted and any contacts not being merged. Fig.3 (2) Once downloaded, click to open the file Fig.3 (3).
Fig.3
A merged Doc file will open in Word (or in chosen document programme) and you can amend the document as required. Please note - when saving a merged document, it is generated as a web page, so needs to be saved as a document type before saving e.g. .docx. Fig.4.
A PDF merge will download and save as an 'Adobe Acrobat Document' saving as a '.pdf' file.
