Create & Attach Merge Docs in Batch
Merge multiple docs to applications: It would be helpful to be able to choose multiple requests and have the option to create a merge doc and save to the request for each one, all at once. This would give the option to create merge docs and save to requests in batches.
2
votes
Kathy Morris
shared this idea
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Craig Biehle commented
I love this idea and have been mentioning it to staff. I would love, love, love the ability to save merge docs to the request document folder even more to the organization document folder. This would save me a ton of time having to upload 160 award letters to the document folders.