Creating bulk mail merge reports
It is possible to generate bulk mail merge reports for an order. The reports can have both HTML and DOC/DOCX templates. The mail merge report will be downloaded as a single zip file.
1. Go to Work Orders > Orders.
2. Select the order for which you want to create a mail merge report.
3. Click Report in the action menu. A dialog box will appear.
 | You can process mail merges only for less than 1000 records. An error will appear if there are more than 1000 records. |
4. Type a Name for the report. The download .zip file will be created with this name.
5. To customize the extracted file names, select Edit user report.
6. In the Custom file name field, click the 
button to use the Expression builder to specify an expression on which the file name is to be based.
button to use the Expression builder to specify an expression on which the file name is to be based.For details on how to use the Expression builder, see Working with expressions.
7. To preview all the reports in a single HTML file, set the Preview all documents as one file field to Yes.
8. Select Preview & Print to preview the report.
A preview of all the reports in a single HTML file will be displayed.
9. Click Save as to download the file.
A single HTML file with all the mail merge reports will be created in your browser's download location.