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5 results found

  1. Merge Templates Revisions

    I would like to be able to edit name/description of a template w/o having to re-upload it. Thanks

    9 votes

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    1 comment  ·  Merge Docs  ·  Admin →
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  2. non-MS Word options for creating Merge Templates

    Similar to this idea https://idealab.foundant.com/forums/339786-glm-slm-idea-lab/suggestions/43307628-google-docs MS Word is not always available. For example when working from home and using personal computers or for organizations that opt for Google Docs or a free open source solution like Libre Office. I did a test just now and editing an example template in Google Docs, exporting as a .docx, then creating a new Template with it seems to break all the formatting of even fields that were not edited.

    It would be great if having a ready copy of MS Word was not required to use this feature. Perhaps there could be another…

    3 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  3. 2 votes

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    0 comments  ·  Merge Docs  ·  Admin →
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  4. Merge documents produce 1 page per request and does not allow to list requests on 1 page

    docs produce1 page per request. It does not allow to list requests on one page. attached is the example. Instead of listing all on page, it produces a page per request.

    1 vote

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    0 comments  ·  Merge Docs  ·  Admin →
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  5. Add the "Create Documents" link to the Payment Tracking page.

    It would be very helpful to add the "Create Documents" link to the Payment Tracking page. As it is, I have to back out of that page go do a new search on the Request and Decisions page - to create the same list I had on the payment tracking page - in order to do a group merge to a merge template.

    13 votes

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    6 comments  ·  Merge Docs  ·  Admin →
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