Data merge feature lets you automatically fill the Microsoft Office documents (in particular, Word and Excel documents) with the appropriate information from the DocuNote database.
This feature is useful in drafts of the letters or sale quotes where client information needs to be inserted into one or more locations within the document.
To let the system know what record to retrieve from the database, you should set up the relation between DocuNote database records and document meta information, also referred as "document properties".
After setting the relation, you can place special markers within the document to retrieve values stored under the document properties.
The document properties are communication mediums between DocuNote database fields and placeholders in your target document.
This relation should be configured under MS Office Profile module in DocuNote.
Please refer to How To section down below for more details.
See Also:
Basic steps for merging data at document level