Create Documents from Requests & Decisions

Written by Reina Gallion

Last published at: October 4th, 2018
  1. On the Requests & Decisions page, specify your search criteria and click Search. You will be presented with a list of requests.  
  2. Select all of the desired requests you would like to include in the merge by clicking the checkbox on the left.
  3. Scroll to the bottom of the page and click on the “Create Documents” link under Batch Options.
  4. Select the saved merge template you would like to use.
  5. Choose Word as your Output Type. 
  6. Click the Create Document button.  This will generate a document that includes the merged data from all of the requests that were selected.