Create a Merge Document

Note: A merge document is the result of a form being merged to an existing merge template. Therefore, before being able to create a merge document you must have merge templates already created and associated with the appropriate forms. 

To merge a form to a template:

1. Navigate to the appropriate form record

2. When viewing a form, click the Print button at the top of the page

3. In the drop-down, choose Merge To Template

4. A modal appears asking which template you'd like to use. Choose a template and then click the Merge button

5. Your form then merges information to the template and creates a resulting merge document

6. You can now view your merge document in a preview window

Preview Actions

Immediately after creating a merge document, you'll see the document shown in a preview window. You have the following options:

• Save and Download: Saves the merge document to your Merge Documents Log and downloads the PDF document to your computer

• Save and Share; Saves the merge document to your Merge Documents Log and then brings up the standard share modal window which allows you to select other users to share the document with. Users that receive the shared document will receive an email notification asking them to log into ProjectTeam.com to view the document. 

• Save and Email: Saves the merge document to your Merge Documents Log and then brings up an email window that lets you add email addresses. Once sent, an email is sent to those email addresses which has an attachment included in it. Users do not have to log into ProjectTeam.com to view the document. 

• Cancel: Closes the preview window and does NOT save the merge document