Document Recent Merges

The Document Overview provides a comprehensive summary of recent document merges with detailed graph and detailed table.

Image Description

Recent Merges section of Document Overview Tab shows table representation of document merges and has a lot more details of document merges ordered by most recent ones:

The table representation offers various tools to help you achieve the best results. By clicking on Criteria a modal will appear, allowing you to add custom criteria and combine multiple criteria. You have a freedom to create very customizable criteria:

Another helpful feature is the ability to choose which columns are displayed in the table. This allows you to focus only on the columns you need while adding others that are not shown by default:

To remerge specific merges, simply select the documents you wish to remerge and click on Re-Merge Selected Records.

Additional options are available through a dropdown menu for individual documents. Here, you can perform various actions on a single document, such as viewing the inputted data, checking the deliveries used for a specific merge, downloading the document, editing the input data, and running a re-merge for that particular document.

To read more about Recent Merges Actions check this links:

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