Summary

This feature uses an existing mail merge master document to create a single document for an entity record.

For example, you have created a mail merge master document for a company policy and attached it to all employee records (see Create a Mail Merge Master Document). To attach the merged company policy document to a new employee record, you would use the Merge Single Document command.

Procedure

1. Select the entity in PayGlobal that holds the document that you want to run the single merge on. For example, the Employees entity.
2. Click the View Entities tab page.
3. Right-click the new employee record.
4. Select Merge Single Document from the menu. The submenu displays any Master Documents for that entity.
5. Select the Master Document that you want to use from the submenu.

   The document is merged and appears:

   • On the Document tab of the selected employee record.
   • In the folder that was originally selected for the mail merge in Document View.

   You can use the Send Document command from Document View or the Employee record to email the merged single document to the employee.