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The article explains how to update merge documents.
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A record in Documents module, which we use for “merging“, that is - for picking up crew data - consists of the actual Word template and an sql behind.
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However, if it is just a Word template that needs to be updated a bit, it is quite easy and does not require any special skills.
First of all, open Modules | Documents and locate the level where the required document record is seen. It should not be the upper level <All Documents>, as editing options are disabled on the upper level:
2. Open the attached word file, make necessary updates. We recommend enabling hidden characters and formatting symbols, so that you do not jeopardize the bookmarks.
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