Equus Software

Navigate to the Merge Documents screen using the Configuration Search feature.  Merge Documents can be configured at the System or Company levels.  Click on the  to add a new record.  To…

Creating a Merge Document record

Merge Documents can be used to create a Printable Invoice. From the Merge Document screen, select Billing Invoice as the Type.
  
This configuration only supports RTF format document to be uploaded.…

How to use a merge document for a billing invoice

Using a User Report as a Merge Data Source gives you the flexibility to create Merge Documents with any information that you have configured a user report to have.
Once…

How to create a User Report for merge documents

Merge Data Sources can be added to support any data in the Equus Platform. The Communications Merge Data Sources screen is found at the system level.  A stored procedure must be…

What are Standard Merge Data Sources / Stored Procedures?

Create an RTF merge document that contains merge tags that will be replaced with data from the merge data source. 

The merge tags must begin with "&amp;EQ_" followed by the…

How to configure a RTF merge document

Production reports can be used to extract data from the Equus Platform.  A merge document can be configured as a production report by selecting Merge Document as the Report Type within the production

How to use a merge document as a production report

Create an Excel merge document (.XLS or .XLSX) that contains Named cells that will be replaced with data from the merge data source.
In Excel, select Formulas tab and click…

How to configure an Excel merge document using a single merge data source

Excel templates (.XLS or .XLSX) can be configured to source their data from multiple User Reports. This allows for several blocks of autonomous data to be populated within the same…

Configuring an Excel merge document using multiple user reports

Merge data that is housed in the Equus Platform can be used to populate PDF editable forms such as HR Forms and Government Forms. The example below uses the U.S.…

How to configure a PDF merge document

Overview
Merge Documents are standardized documents that can be personalized using Equus Platform data from a Merge Data Source.  Using merge documents allows for a more efficient streamlined communic

Merge Documents - Overview

Overview
Adding a merge field in a Word merge document
Using Standard Merge Data Source
Using a User Report 
Things to note

 
Overview
Here is an example of a…

How to create a Word merge document

As with RTF merges, it is possible to define a section of the document which will repeat once for each record that is returned. In the case of Word documents,…

How to create repeating rows in Word merge document

When using a Word Merge document you have the option of including Optional Sections controlled by conditions. Conditional paragraphing is where a particular paragraph or section appears in the merge d

How to create conditional section / paragraph in a Word merge document

Full Name - Merge Document Password Source
The "Merge Document Password Source" System Preferences increases the data security in the merged word documents that are sent over the Notes/Communication.

Merge Document Password Source System Preference

Merge Documents & Merge Data Sources

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