Batch Create Merge Docs AND Attach to Request
Would like to be able to create Merge Documents AND attach them to the individual request in a batch rather than only being able to do them individually. Right now, if I batch create a merge document, it cannot be attached to the request. When there are a lot of requests to process, the ability to batch create the merge docs AND attach them to the request would be a time-saver.
15
votes
Margaret Everett
shared this idea
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Julie Wright commented
I tried the new "create merge docs as a batc" this morning and only the first request had a document created for it. (I selected 3). And I agree with @Margaret Everett, being able to attach them to the request would be a lifesaver.
OH....just realized that all 3 documents are in the same word file. OK. I can work with that. It's not ideal, but it is progress!