Adding print documents to forms
You can add a Microsoft Word, PDF, or CSV document that contains merge fields to your form. When the form is completed and the document is printed or downloaded, the answers in the form populate the merge fields in the document. A merge field represents a code expression that is used to personalize documents so that you do not need to create a unique version of the document for each recipient. For example, if you want to send a letter to several contacts that includes their addresses, a merge field can populate the addresses from the form.
A document is an object in NexJ CRM that is used to store computer files, such as Microsoft Word, PDF, or image files, as attachments. A merge field is an object that references a specific piece of information, such as a contact's first name. It is used in Microsoft Word and NexJ CRM to personalize documents and emails for several contacts at once.
Ensure that you have deactivated the template. You cannot modify active templates. You must also ensure that you have added the documents that you want to attach in the Document Manager workspace.
To add a print document to a form:
The document is added to the form. A user can print or download the documents from the form after they complete the business process or call script.
Related links
Configuring print document merge fields for forms
Configuring print document merge fields in PDFs for forms