Difference between revisions of "Generate Statements"
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Latest revision as of 15:54, 18 July 2022
Overview of WP71
When a report or other process requires the merging of documents, it is a two step process. The first is to run the report or process from the appropriate menu. The second step is to perform the merge. This document addresses the steps for merging those documents. To access the merge menu:
- From the DDI Connect main menu, double-click Merge Forms System
- Double-click Nested Mailmerge
- Double-click Generate Statements. You will see this screen:
To merge a batch, click the box to the left of the record:
If you would like to sort the batch by Page Count (groups the PDF by the number of pages), click Actions> Sort by Page Count:
The system will prompt you with a message, select "Yes" to proceed or "No" to return to the Merge Statements screen:
In the lower right corner of the screen, there is a Render As option:
You have three choices:
Option | Description |
---|---|
Portable Document Format (pdf) | This generates the files in pdf format and displays them on your scree. THIS IS THE PREFERRED FORMAT for merging documents |
Microsoft Word 97/2000/XP/2003 (doc) | If you select this option, an additional field called Save location will enable:
|
Microsoft Word 2007/2010 XML (docx) | This will activate the Save location field, and has the same instructions as noted above |
When you have selected the batch or batches that you wish to merge, click Merge. The system will prompt you with this message:
Click Start. This will launch the merge process. When your batch appears, you will be able to print as desired.