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.
Then, select a RowMerge template (if more than one is available for this table), and click on Generate.
RowMerge templates can be configured in two ways:
- Direct download: once the RowMerge job is done, a download link will be displayed.
- Table insert: the generated files will be automatically added to a column of the RowShare table.
Your RowMerge History keeps jobs during 30 days. Files inserted in the tables will not automatically be deleted.
On this screen, you can monitor the progress of each RowMerge job, download your generated documents and delete it if needed.
