Create Documents from Requests & Decisions
- On the Requests & Decisions page, specify your search criteria and click Search. You will be presented with a list of requests.
- Select all of the desired requests you would like to include in the merge by clicking the checkbox on the left.
- Scroll to the bottom of the page and click on the “Create Documents” link under Batch Options.
- Select the saved merge template you would like to use.
- Choose Word as your Output Type.
- Click the Create Document button. This will generate a document that includes the merged data from all of the requests that were selected.