The merge process can be done in various ways. The most common way will be to go to the entity we want to merge, select the template that appears in the action panel and click on one of the available options:    

• Export Document: will merge the template starting from the record on-screen and will send the result to the user 

• Email Document: will merge the template starting from the record on-screen and will open the email send screen with the result attached and ready to send   

• Save Document: will merge the template starting from the record on-screen and will save it as a Document in the application. The application will save the document inside the first folder found but you can define where you want them to be saved using the GenDoc_Save_Document_Folder global variable.

You can also execute a Mass Merge from the List view, where you will be able to select various records and a template and have the template merged for each selected record. You will be able to define if you want the output in individual PDFs or as one PDF. Finally, the most flexible way to merge a template is by accessing the GenDoc extension directly. In this case, we will be presented with two capture fields where we will be able to select any template and any record of any entity and have the template merged with that record.