Word Merge - Merge Documents

1. Highlight the record that is going to be exported or filter the browse screen for all the records that need to be exported.
2. Click the Word Merge icon  on the toolbar.
3. The Merge Data with Word Document screen will appear.
4. If records have been filtered, make sure the Batch Merge for Filtered Records box is checked.
5. Select the document to use in the Select Word Document To Merge With field by using F8.
6. Select where the new file should be saved once created by using F8 in the Select Director to Save Estimates To
7. Click Merge & Open.
8. The document can be accessed either by going to the location it has been saved to or clicking the word icon at the bottom of your screen.