Merge assets in template

[nelteren]

Hello
I want to make docs and some assets should be merged into it.

Is it possible and how?

thanks

[Support Team]

Re: Merge assets in template

Hi,

At the moment only Account fields are available for document merge. In order to use other entities fields (e.g. Opportunities), you may consider exporting the data to Excel and use the Excel as input externally directly from Word document merge feature.

Also, you can design the document into the report designer, and let RangerMSP do the rest for you.
I hope this helps.

Regards,
Reno Breen
RangerMSP Support