The Doc Merge section includes topics related to the Doc Merge feature.
Sugar's Doc Merge feature allows you to quickly create labels from multiple records without leaving Sugar. Using simple templates that you upload into Sugar, you can easily merge record data with your formatted template and even include data from related records. The example use case in this article walks through creating mailing labels, but you can also extract product information for part labels, and more.
The Doc Merge feature introduced in version 11.2.0 of Sugar Sell and Sugar Serve was developed from the wDocs addon package from W-Systems. While Doc Merge incorporates most of the functionality that existed in the wDocs package, there are some differences that are important to understand. If you previously installed the W-Systems product and are upgrading to Sugar 11.2.0 or higher, this article describes the differences between the two solutions to help you determine whether you should continue to use your existing wDocs package or begin using Doc Merge.
Last modified: 2021-10-07 16:13:23