Acquire

Documents and Files

Combine PDF
Merge organisation logo in documents
DOCX to PDF alignment tips
Compliance Documents Error/Labels
Adjusting Document templates
Edit logo with Pixlr to use in organisation
How to download documents?
Produce compliance documents as PDFs
Creating your application form
How to print documents (hard copy)?
Using eSignature template tags
Preview PDF not working in Library
Lock File feature
Producing and Sending Compliance Documents from Deal View
Using eSignatures: Signing documents in Salestrekker
Apply Document Merge to a Deal (Automation)
Document Merge (Manually) - Create documents and print out information
Document merging - create and upload templates
How to have document signed by multiple clients?
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  • Apply Document Merge to a Deal (Automation)

Apply Document Merge to a Deal (Automation)


Automate document merging and creation

To automatically create new merged documents when deal reaches certain workflow stage go to Settings > Workflows > Open Workflow. As with all other automation options - choose a stage you want to create merged document and press orange Automate button. From dropdown menu select template you want to use. After that automation will be set and every deal that reaches that stage will get new documents merged.


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