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Print a Merge Template

Print to a Merge Template so that the information formatted output matches your needs and brand styles.

  1. Navigate to a document that has a merge template created.
  2. In the upper right corner, click the Print dropdown.
  3. Click Merge to Template.
  4. Select the Change Order Template you previously uploaded, then click Merge.
  5. The Merge to template progress modal window will open and will remain open until the document merge is complete.

  6. The completed merge document will open in a separate window. Click the arrow beside the Save and Download button to select an option. Save and Download will allow you to save the merged document to your computer. Save & Share will save the document and select one or more team members to receive the document. Save & Email will save the document and allow you to send the merge document using an email client.

  7. Click the X in the top right corner of the merge modal window to close the merge document.