I am beginning a project to automate several document merges using a single data source (and a DMS). I was hoping to get some help. I have a few questions, and would love anyone’s feedback here!
1. What is the most efficient way to set this project up? Do I save an empty data source to the hard drive and then force the user to save the finished project to iManage (DMS), or do I create a master data source on the DMS and have the user save it as a new document.
2. What is the best way to work with Word’s Mail Merge interface to automate the process for the user.
3. Am I crazy for even attempting this??
Thanks in advance – Girl Friday
