We begin by creating a list view that lists all of our contacts with overdue accounts, and selecting all of the resulting contacts.
In the following preview, we will be generating account summaries for contacts and combining the resulting batch of documents into a single printable PDF. Preview: The Mass Merge & Batch Document Feature in Actionīefore we get into the details of setting up and configuring a mass merge, we will explore this feature in action. When you take advantage of the S-Docs mass merge and batch documents feature, you eliminate tedious work and gain more time to focus on the bigger picture.
#DOC MERGE FREE DOWNLOAD#
As an example, if your task was to generate and print a large number of documents, you could simply perform a mass merge and print the resulting document, rather than generate a document for each record, having to download and print each one individually. For example, if you need to generate an account summary for every account in your Salesforce database, S-Docs can provide you with a solution in just a few simple clicks.Īdditionally, the mass merge feature provides the ability to merge an entire batch of documents into a single document in a matter of seconds. Once you enable this feature, all you have to do is select an object, select the records that you would like to generate documents for, and select the S-Docs templates for each document generated.
When you leverage the S-Docs Mass Merge document feature, you have the power to generate a large number of documents for any object with just a few clicks.
0 kommentar(er)
