Merging a Document

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 

1. Open opportunity or person record.

2. Either click Merge Document and choose the appropriate document, or choose a document from Compliance Wizard.

 

 

3. A preview of the template will appear. Click Choose.

4. If you are using the browser version of Mercury, the document will download to your computer and also save as an attachment within Mercury.

5. 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

1. Open the document that downloaded to your computer.

2. Edit as necessary, and save on your computer. 

3. Open the opportunity or person record in Mercury.

4. In the CRM tab, select Attachments in the left hand panel. 

5. Click Upload File to upload the document as a new attachment back into Mercury. 

 

 

Desktop version

1. A document preview window will appear and give you the option to Edit, Save As or Email.

   
   

    

2. Click Edit Document button.

3. The document will open in Word.

4. Make the changes to the document, and save the file in Word.

5. Click the Upload Changes button.

   
   

    

6. Click Finish Editing.

7. The changes will automatically update in Mercury.