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Merge Document
Step 1
Create Doc Icon
beight_lcorner In Tasks, go to > Create Doc (icon)
Step 2
Tasks - Document Merge (Client Track Merge)
Select type of document to merge tasks with from list shown above.
Step 3
Tasks - Document Merge
For instructions on tasks merge, click here.
Step 4
Tasks - Document Merge (MS Word Merge)
1) To merge tasks in Word document, click Switch to MS Word Merge.
2) Check off New MS Word Task Merge Doc.
Step 5
Tasks - MS Word Merge Options
Select type of merge document to open shown above.
Step 6
Tasks - MS Word
To begin merging document, use the merge tools in toolbar.