App Navigation Outline

This is the entire navigation outline for the DocuMerge application. If you have specific questions regarding a page, this may assist in getting you to the right articles.

DASHBOARD

• Dashboard Tab

DOCUMENTS

• Folders
  • New Folder
  • Deleting a Folder
  • Manage Folders
• Document Creation
  • Add New Document
  • Upload Pre-build Template
  • Build From Scratch
• Existing Document(s)
  • Overview
    • Merge History
    • Recent Merges
      • View Data
      • View Deliveries
      • Download Only
      • Edit Data
      • Re-Merge Now
  • Document Builder
    • Visual Editor
    • Code Editor
    • Edit Header/Footer
  • Manage File
    • Document Manage File Tab
    • Upload File
    • Version History
    • Download Uploaded File
  • Settings
    • Document Settings Tab
    • File Output
    • File Name
    • Timezone
    • Folder
    • Status
    • Deleting a Document
    • Advanced Settings Section
      • Advanced Settings
      • Auto Number
      • Save Data to Re-Merge Later
      • Restrict Merges by IP
      • Add Watermark
      • Password Protect File
      • Restrict PDF Permissions
      • Enable Sessions
  • Field Map
    • Document Field Map Tab
    • Add Field
    • Import Field Map
    • Export Field Map
  • Document Testing Tab
  • Delivery Methods
  • Merge
    • Integrate & Automate
      • Document Merge Tab
      • Merge URL
      • Test URL
      • Integrations
      • Upload Data
      • Manual Data Entry

DATA ROUTING

• Folders
  • New Folder
  • Deleting a Folder
  • Manage Folders
• Data Route Creation
• Existing Route(s)
  • Overview
    • Merge History
    • Recent Merges
      • View Data
      • View Route Break Down
      • View Deliveries
      • Download Only
      • Edit Data
      • Re-Merge Now
  • Data Route Rules Tab
  • Settings
    • Data Route Settings Tab
    • File Name
    • Time Zone
    • Folder
    • Status
    • Advanced Settings Section
      • Auto Number
      • Advanced Settings
      • Save Data to Re-Merge Later
      • Restrict Merges by IP
      • Add Watermark
      • Password Protect File
      • Restrict PDF Permissions
      • Scale PDF To Fit
      • Enable Sessions
    • Field Map
      • Data Route Field Map Tab
      • Add Field
      • Import Field Map
      • Export Field Map
    • Deliver
      • Delivery Methods
    • Merge
      • Data Route Merge Tab
      • Integrate & Automate
        • Merge URL
        • Test URL
        • Integrations
        • Upload Data
        • Manual Data Entry

REPORTS

• Reports Tab
• Using Search
• Criteria
• Columns Types
• Re-Merge Selected Records
• Export
• View Data
• View Deliveries
• Download Only
• Edit Data
• Re-Merge Now

ACCOUNT

• Accounts Settings
  • Account Settings Tab
  • Account Name
  • Notify On Error
  • Account Members & Roles
  • Add Account Member
  • FormStack Documents Migration
  • Form Header and Footer
• Billing
  • Manage Subscription
  • Plan Usage
  • Billing Account
  • Payment Method
  • Invoices
• SMTP Settings
• Delivery Accounts

PROFILE

• Update Profile
  • Profile Tab
  • Profile Information
  • Update Password
  • Two-Factor Authentication
  • Browser Sessions
• API Tokens
• Logout

API Documentation