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    Use Merge Documents

    You'll notice at the bottom of most grids there's a ti ti-files button. Pressing this button will take the contents of the grid and make it available to import into a merge document.

    Merge Document Page

    1. Count - Shows you how many records will be merged into the document.
    2. Show Data Rows - Shows the first 15 records that will be used for the merge.
    3. Show Merge Fields - This is a cheat sheet of sorts to help you create a merge document for the data provided.
    4. Combine Family Members - When checked, family members will be combined into a single row instead of one row per person. For example, when using {{ Row.NickName }} Ted Decker and Cindy Decker would be combined into 'Ted & Cindy'.
    5. Merge Template - The template to use for the merge document.
    6. Merge - This button will initiate the merge process.

    That’s it! Pretty easy, no?