MergeUp Template Groups revolutionize document generation by offering a structured framework for organizing and managing templates. These groups, tailored for both specific records and broader lists of records, streamline the creation process.
Easily organize and manage templates with MergeUp's new template group feature. Learn how to create a template group, whether for specific record types or general use.
Learn how to add a template to an existing template group. By selecting a template and connecting it to a preexisting group, users can ensure uniformity in queries, expressions, and data fields across multiple templates.