Merging a document allows you to extract data from an opportunity or person record into a Word document. Mercury contains document templates with merge fields that are required for compliance reasons or to send to your client.
Merging a document
- Open opportunity or person record.
- Either click Merge Document and choose the appropriate document or choose a document from Compliance Wizard.
- A preview of the template will appear. Click Choose.
- If you are using the browser version of Mercury, the document will download to your computer and also save as an attachment within Mercury.
- If you are using the desktop version of Mercury, a document preview window will appear and give you the option to Edit, Save As or Email. The document will also be added to the attachments within Mercury.
Editing a document
Brower version
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Open the document that downloaded to your computer.
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Edit as necessary, and save on your computer.
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Open the opportunity or person record in Mercury.
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In the CRM tab, select Attachments in the left-hand panel.
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Click Upload File to upload the document as a new attachment back into Mercury.
Desktop version
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A document preview window will appear and give you the option to Edit, Save As or Email.
- Click Edit Document button.
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The document will open in Word.
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Make the changes to the document, and save the file in Word.
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Click the Upload Changes button.
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Click Finish Editing.
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The changes will automatically update in Mercury.
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