Merged Document Dialog Box

Use this dialog box to enter a file name for the document that will be produced by the merge process when you use a Microsoft Word merge template.

Location

To display the dialog box, complete the following steps:

1. From the Ajera CRM Navigation menu, click Info Center, and then select the Info Center from which you want to create a merged document.
2. On the Info Center form, use the Search field to open the records that you want to include in the merged document.
3. On the Info Center toolbar, click Merge, and select one of the following to open the Merging dialog box:
   • Merge Current <Record>
   • Merge Active Group
   • Select <Record> to Merge
4. On the Merging dialog box, click the Merge button.

Contents

Field	Description
Merged Document Name	Enter a file name for your merged document.
OK	Click this button to open the File Download dialog box and select whether to save or open the merged document in Microsoft Word.
Help	Click this button to open the online Help topic for this dialog box.