Client Services


How do I use a record merge?

To use the record merge tool, you must first create your record merge document and upload it to your site in Tools> Record Merge. After your record merge document is in place, navigate to a record that is the same type of record you created the record merge for. For example if you created a Job Record Merge, go to a job profile. With your record open, click the “Print Forms” link in the left navigation menu of your record. Once you’ve click on the Print Forms link, the system will merge your record’s data into your template and automatically open your record merge document!