Generate merged document from multiple records
What is Merged Documents ?
Merge document is a advanced feature of the fillable document.
Merged document will allow the user to collect and generate multiple documents for users records at ones.
Documents can be generated as Merged(Single) or Separate documents for each user record.
How to generate merged documents in fillable document?
To understand merged documents in better way let's have an example of "Invoice" where seller needs to create an invoice for all his customers.
Step 1 : Seller will create a template for " Invoice" like
Step 2: Open a template document as a web app (click Desktop Icon)
Step 4: Open and select the saved From Responses
Open the Form Responses(Left Side Menu)
Check the check boxes for which you need to generate the documents
You can select only 10 records at a shot.
Step 5: Click on Open Selected button to open the web form
Step 6: Generate multiple document
You can generate separate multiple documents or can merge it in one single document
To generate a single merged document switch on the merge document (Beside Generate Button) before generating documents.
When you switch on the Merge option, it will pop up the text field with default name for the Merged document. You can edit the text field to change the file name.
If you want to all document separately just go ahead without switch on the merge document (Beside Generate Button).
1. Merged ocument generation
2. Separate document generation