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Created by Mike Ruff
Created on Jun 7, 2023

Merge Letters - ways to better organise

We are using the various fields and the Offer Form to inform merge documents. Given some of our complexities, we have created several versions of the same document, as we can't merge everything in to 1 and edit out (we tried, and people didn't like having to edit it further/didn't then save the time).

Is there a better way to organise them so that its not just one big list? (attached)

The list is attached to our Offer Workflow - "generate offer letter", so a solution would need to work with this also to ensure we have access to all docs, but ideally, they are better organised.

  • Attach files