Merge documents with FT button in Salesforce

Last updated May 01 2019

In this video we will show you how to merge your documents using the FT package for Salesforce.

We will show you:

- 2 different PDF mappings we've set up for this example which we will use to demonstrate the Merge feature.
First: in Detail page and then also in the List view page.

In the Detail view you'll see:
- How to open the Generate window in Salesforce using the FT button..
- How to select more than one form (that contains document generation).
- How to click on 'Merge' button.
- How to download the merged file.

In the List view page you'll see:
- How you first need to select a single record or more.
- How to open the Generate window in Salesforce using the FT button..
- How to select more than one form (that contains document generation).
- How to click on 'Merge' button.
- How to download the merged file.

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