To print custom merge documents, click on Documents in the shortcut menu, then click on the name of the document in the list.
The Print Merge Documents form allows you to print merge documents that you created using the Setup Merge Document form. Please see the Setup Merge Documents topic for complete information on creating and editing your merge documents.
Once you have created a merge document, you can print it. Click on the Documents button in the main window, then click on the name of the document in the Print Documents list. The Print Merge Documents form will display the name of the document selected to print, and the following prompts:
| Display Item Resources |
| Check to display item resources below each job item if the selected merge document includes any of the (<<Item List By... >>) job listing merge fields. |
| Display Item Notes |
| Check to display item notes below each job item if the selected merge document includes any of the (<<Item List By... >>) job listing merge fields. |
| View Button |
| Click to view a print image of the merged document. |
| Print Button |
| Click to print the merged document. |
| Email Button |
| The Email button will be enabled if the customer for the current job has an email address entered in the Customer Information form. Click the Email button to email the merged document to the customer's email address. |
| Edit Button |
| Click to edit the merge document template. This takes you to the Setup Merge Documents form. |
| Export Button |
| Click to export the merged document to an .rtf text file. You will be able to edit (and cut and paste from) this file using MS Word. |
| Exit Button |
| Click to exit the form. |