Generating a Merged Document

With your data source file ready and your target document complete, you are ready to create a merged document. Click the Create Merged Document button, specify how many records you want to generate, and click OK. A new document is created according to the merged document options, and each data-field placeholder is replaced with actual data.

After generating a merged document, you can change its layout and still update the content in the data source file. To update the merged document with any new changes made in the data source, choose Update Content in Data Fields from the Data Merge panel menu. The layout will remain the same, but the data within each color-coded bracket will reflect the new changes. This option ...

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