Yes - Attach a merged document

You would click Yes to the Confirm message to create and attach a merged document to all the employee records currently displayed in the Employees grid.

• A new merged document is created on the View Documents grid.

  

• The following documents are created in the Document View folder that you selected in the Document Settings window:
  • The original document.
  • The master merged document.

    NOTE: These two documents are also on the Employees | View Documents tab. However, they are not different copies of the document; you are simply viewing the source document from different portals. If you delete a document from any portal, then you delete the source document in Document View and remove it from all portals. Similarly, if you delete a document in Document View that is attached to an employee’s record, then the document is also deleted from the employee record.

  • An employee-specific copy of the original document is created for every employee currently displayed in the Employees grid.

    The Mail Merge process split the master document into individual documents for each employee currently displayed in the Employees grid.

Note: The Send Document function allows you to send the individual documents to the applicable employees. For more information, see Send Document.

An employee-specific document is attached to the Documents tab of each employee record currently displayed in the Employees grid.

No - Do not attach a merged document

You would click No to the Confirm message to only create a new merged document on the View Documents grid.

The new document contains employee-specific copies of the original document for every employee currently displayed in the Employees grid. You can print this document when you want to give all employees their individual copy of the document.