The Doc Merge section includes topics related to the Doc Merge feature introduced to Sugar Sell and Sugar Serve in version 11.2.0.
Sugar's Doc Merge feature lets Sell and Serve users 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 apply the steps to other use cases like extracting product information for part labels and more.
In addition to the ability to use Sugar Logic formulas in documents templates, you can use condition-based logic by manually constructing IF/ELSE IF statements. If you are familiar with the wDocs tool, these statements are constructed through "Conditionals" in the Template Builder. This article describes how to manually construct these statements in a Doc Merge document template and provides example templates you can modify and use to meet your needs.
Document Templates are required for merging documents with Sugar's Doc Merge feature. This article provides sample document templates you can use and provides instructions for how to use these sample templates.
The Doc Merge feature introduced in version 11.2.0 of Sugar Sell and Sugar Serve was developed from the wDocs add-on 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. This article describes the differences between the add-on product and the Doc Merge functionality introduced in Sugar 11.2.
Last modified: 2021-10-25 14:15:12