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The article explains how to update merge documents.
Introduction
How to
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 |To update the Word template:
Open the Modules → Documents and locate the level where the required document record is seen.
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It should not be the upper level <All Documents>, as editing options are disabled on the upper level: |
2. Open the attached Word file, save it locally, and make the necessary updates.
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We recommend enabling hidden characters and formatting symbols so that you do not jeopardize the bookmarks. |
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It can be wise to save the file somewhere to your local before making the changes, in case if you want to revert it all back. Then you have a working valid merge file stored at your local. |
3. Then re-upload it to the system. Ensure you click OK in the Document record to save the file.
Sometimes the OK button can be disabled due to a reason, so users just close the window, and as a result, the changes are not saved. Make dummy changes like adding a new space to the description and Try editing Description, as an example, even if you just add a space and then delete it, in this way you get the OK button enabled and you can be sure the changes you made will save.A detailed article on Merge Documents can be found here.