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Doc Merge

The Doc Merge section includes topicsĀ related to the Doc Merge feature introduced to Sugar Sell and Sugar Serve in version 11.2.0 and Sugar Enterprise 12.0.

Topics

    Doc Merge pulls data from SugarĀ® records into professional-quality documents such as contracts, quotes, NDA agreements, form letters, and labels. For on-site customers, Doc Merge may need some additional configuration. For example, you may want to change the server that Doc Merge is communicating with for speed and/or legality purposes. Additionally, you may need to ensure that the appropriate IP range is open on your firewall to allow communication between Sugar and the Doc Merge server. This article will walk you through how to configure both.
    Sugar's Doc Merge feature lets 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.
    Templates are required for merging documents with Sugar's Doc Merge feature. This article provides sample document templates you can use and provides instructions on how to use these sample templates.
    The Doc Merge feature was introduced in version 11.2 of Sugar Sell and Sugar Serve and 12.0 for Sugar Enterprise. This feature 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 in Sugar.

Last modified: 2022-05-06 20:54:30