Question: What are the SharePoint Document Merge Uses?Īnswer: Do you collect customer records, financial data, order information, or any other important business data in SharePoint lists? With SharePoint Document Merge you can swiftly merge this data into Word and Excel document templates with absolutely no coding! The selected documents will be automatically appended in the order selected.Ĭustomise the file name and specify the SharePoint document library to store the automatically generated merged documents. Select multiple Word documents to merge to a single Word document from within a document library. With SharePoint Document Merge you can now automatically create documents from any list for any predefined document template directly from the Ribbon Menu (SharePoint Document Merge) or list items Context Menu.Ĭreate a selection of merged Documents by selecting multiple list items and clicking on the 'Merge Selected Items' option from the Ribbon Menu or utilise the 'Bulk List Merge' to automatically generate a document for the entire list. Use the List Column Internal Name as Merge Field Name (Word) or Place holder (Excel, PowerPoint) where you want the list data to appear in the document template. Question: How does SharePoint Document Merge Work?Īnswer: After you have added the SharePoint Document Merge Solution, the Document Merge Option will now be available for all list items and Word documents within document libraries.Ĭreate your Word, Excel or PowerPoint document template/s with the layout as required. No known issues or limitations Common errors and remedies Get started with your connectorĪcquire license from the Document Merge website and start to merge SharePoint list data into predefined MS Office document templates with NO CODE! Known issues and limitations To get credentials, you need to subscribe for a valid license of Document Merge from Sharepoint Document Merge. Please visit Document Merge and acquire required license. To use Document Merge, you need to have a valid license with Document Merge. SharePoint Document and Mail Merge is the simple, fast and clean way to merge SharePoint list data into predefined Word, Excel and PowerPoint document templates with NO CODE! Prerequisites This connector is available in the following products and regions: ServiceĪll Logic Apps regions except the following:Īll Power Automate regions except the following:Īll Power Apps regions except the following: SharePoint Document and Mail Merge is the simple, fast and clean way to merge SharePoint list data into predefined Word, Excel and PowerPoint document templates with NO CODE! In this article
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