How to generate documents with RowMerge?
To generate a RowMerge document, you need at least one document template attached to the table. Only table admins can add RowMerge templates.
By default, RowMerge will generate documents based on all the rows of the selected table (actually, all the rows you have access to). If you want to generate a document on a subset of the rows, you have two options:
- Apply filters (or a search) on the table. RowMerge will process all the displayed rows
- Or select the rows you want to include. If at least one row is selected, RowMerge will only process selected rows.
Once you have decided which row(s) you want to include, click on RowMerge above the table, select a RowMerge Document Template and click on “Generate”.
Once the job is done, a download link will be displayed. Click on My RowMerge History to browse your recent RowMerge jobs.
On this screen, you can monitor the progress of each RowMerge job, download your generated documents and delete it if needed.