If the data source contains more than one item, original mail merge range. All data to be merged is present in the first. Template document with merge fields is usually created with Microsoft Word. For example, to address readers by their first name in your document, you'll need separate columns for first and last names. when ClientSpace sends it to DocuSign, it combines all into one document. Make sure: Column names in your spreadsheet match the field names you want to insert in your mail merge. DocuSign Integration with Dynamics CRM DocuSign merge fields and merge-back. Step5:- Now deploy your dll into CE instance. Here are some tips to prepare your Excel spreadsheet for a mail merge. They search the World Wide Web in a systematic way for particular information.
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