Make merging documents as easy as using merge for batch emails
Please make merging documents as easy as using merge for batch emails. It's ridiculous after all these years that the workflow for doing this is still so clunky.
1. download the field codes
2. make sure you no to answer "No" when the popup comes up
3. copy and paste the codes into the template in Word
4. upload the template
5. go to Requests and Decisions and search for the appropriate requests and decisions, and
6. create the documents.
Helen Hands
shared this idea
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Helen Hands
commented
Please simplify mail merge for letters, etc. so that it is as easy an intuitive as mail merge for emails. I have been making mail merge letters for 11 years now and it's clunky and very prone to error. When we started with Foundant GLM in 2013, the clunky mail merge was a major downside to this software. We hoped that it would be improved quickly. Unfortunately, it hasn't. I don't understand why it can't be as simple to use as mail merge for emails. Please improve it soon.