Overview

The Merge Single Document Component stands as a pivotal element within MergeUp's toolkit. Seamlessly integrated into record pages, it empowers users with the simple click of a button to merge their records into their chosen documents. Built using cutting-edge Lightning Web Component technology, this versatile component can be effortlessly positioned anywhere on a page. With minimal setup requirements, the Merge Single Document Component is poised and ready for action.

Parameters

Use these parameters when adding a Merge Single Document component to a page to modify its behavior:

• Template Group: A list of template groups you can select that will show its related templates on the "Select a Template to merge" drop down menu. Record template groups will only appear on the correct corresponding record page.

• Merged File Type Option: A list that allows you to select the final file type outcome for your document. Options include:

  • Pull from Template: Always merge the document as the file type defined in the Merged File Type field on the template.
  • Same as Template: Always merge the document as the same file type as the template.
  • PDF Only: Always merge the document as a PDF. This option is currently only valid for 'DOCX' and 'PDF' type templates.
  • Select on Merge: Merge the document as one of the available file types displayed as buttons in the component. 
• Custom Header (optional): The text that displays as the header of your Merge Single Document Component. This text field is defaulted to "MergeUp Document Generation".

Examples

Example 1: The Merge Single Document Component on an Invoice Record Page



Here is what the File Type Option will provide when a template is selected:



Example 2: The Merge Single Document Component with a different Custom Header

Notes

• The component can be put on a page when editing a page under the "Components" tab on the left side of the screen, under the "Custom - Managed" section.
• Not filling out the "File Type Option" will result in an error message on the component, where not selecting a "Template Group" will result in no template able to be selected.
• Make sure to save your changes or they will not be reflected on the page.
• For more information on template groups check out the following article: Template Groups