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Tutorial - Building a Merge Document Template

Tutorial - Building a Merge Document Template

Owned by Marina Dekovic (Deactivated)
Last updated: Apr 09, 2017


What are Merge Documents?

What you will need to get started.

Where to get the global question IDs from?

a. Using the Merge Document Report

b. Using the Global Question Library

Adding merge codes to my template

Looking for broken tags (troubleshooting)

Uploading the merge document template

Merging out the document against a candidate

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Finding Merge Codes
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Merge Document Configuration
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Merge Documents
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Create Candidate Merge Document
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