Overview
This feature exports the data from the selected records in Customer Orders, Quotes, or BidPro and creates a Microsoft Word Merge document for the Invoices, Quotes, or Estimates.
By doing this, it allows RFMS users to customize these documents by
- Adding fields
- Deleting Fields
- Changing Font Style, Size and Color
- Changing the Placement of fields
- Inserting Additional Text
- Adding Supplemental Pages.
To use this feature, a user must have Word 2007 or later on the workstation they are working on at the time. Also, an understanding of how to use Microsoft Word is required. RFMS will not offer support or training once the template and document are in Microsoft Word.
Creating A New Merge Basic Document
Creating and Editing Merge Prototypes
Important Notes and Troubleshooting
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