Article ID: 6100

Creating Documents Using Merge Templates

Take the following steps to create a document using a Merge Template:

  1. Tag the records in the record list you want to use with the Merge Template.
  2. Click Process from the menu bar and select Merge Records.
  3. Double-click the name of the Merge Template that you want to use.
  4. Click OK to launch the completed template.
Related Topics:

Creating Merge Templates