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.6MergeThis button will initiate the merge process.

That’s it! Pretty easy, no?