Updating Merge Documents rules in an Assessment Process

If you have a rule in the assessment process that generates the merge document for you, once a selection is made on a form, you must update the rule in the assessment process template.

Follow the steps below to update the rue to re-align it to the new document uploaded.

1. Click on the System tab.
   
2. Click on Assessment Process Templates.
   
3. Click on the name of the template.
    
4. Scroll down and find the step where you have merge document rules. 
   
   
5. Find the rule and click on the name of it.
   
6. Click on the action.
   
7. Click Save to update the file.