Save an edited merged document
We like to personalize the body of a grant approval letter 'merged document' before printing and mailing along with the grant payment. At this point there is no method for saving the edited personalized version of the document to the grantee's page. The process becomes arduous because we must first edit the body of the document, then save it as a word file to our database, then upload the saved document to the grantee's page. We would like to be able to edit the merged doc and directly upload edited version it.
Anonymous
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Aaron Spevacek
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This suggestion makes sense. But in the meantime, there are a couple of things we've helped clients do as an alternative.
One thing we've done is work with clients to narrow down the places on the letter where the personalization occurs. If you're able to do that you might be able to add the personalization to the approval form so it is included in the mail merge without the need to edit a Word document. You can even put some logic in the merge template to help manage this. Then you would be able to merge directly to PDF and upload at the same time.
I've also seen a trick for editing longer blocks of approval letter text by copying them into text area questions on an approval form.
Feel free to follow up with me or your Client Success Manager about either of these options.